On the dark side of the moon, Kimi K3, Wall Street is worried about the impact on the AI industry

According to the Wall Street Journal, after the release of Kimi K3 on the dark side of the moon, there was a DeepSeek shock on Wall Street and the AI chip was sold. Morgan Stanley stated that the rise of the low-cost high-performance AI model challenged OpenAI, Anthropic and weakened large-scale computing infrastructure needs. According to Mark Hackett, the chief market strategist at Nationalwide, funds are flowing out of the high-valuation technology unit and investors are reducing the AI-related technology unit configuration to energy, finance, industry and health。