KNOWLEDGE ATLAS's stock plummeted 5.19% intraday on Monday, extending recent declines.
The drop is attributed to continued market pressure following the official launch and open-source release of DeepSeek-V4, which features million-token ultra-long context capability and leading performance in Agent ability, world knowledge, and reasoning. DeepSeek's indication that it will significantly reduce Pro pricing later this year when Ascend 950 super-node clusters become available has intensified concerns over pricing pressure on competing large-model companies like KNOWLEDGE ATLAS.
The market views DeepSeek V4 as a competitive threat that compresses the valuation premium previously enjoyed by listed pure-play large-model firms, leading to broad weakness in AI large-model concept stocks.
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