China's Deepseek has caused the defeat of AI chain stocks | Financial Market News
Wall Street superstar threats as super superstar threats from Chinese competitors to subvert the artificial wisdom of creating a rich man.
The S & P 500 Index fell 1.7 % in noon trading on Monday and has been in the worst day for more than a month. Big Tech's stock caused some of the most serious losses, NVIDIA fell 14.4 %, and they dragged and dropped Nasdaq's comprehensive materials by 2.8 %.
However, stocks other than AI related industries have remained much. As of 11:05 in New York (16:05 in the Standard time of Greenwich), the average level of Dow Jones has dropped by only 54 points, which is 0.1 %. The Dow Jones Index is much less than the S & P 500 Standard and Nasdaq.
The shock of the financial market comes from China. A company named Deepseek said it has developed a large language model that can compete with American giants at a small part of cost.
DeepSeek's application has reached the peak of the Apple App Store Chart on Monday morning. Analysts said that in view of how the US government restricts China's access to AI's top chips, this strong move will be particularly impressive.
Silicon Valley venture capitalist Marc Andreessen said in a post published on Sunday that DeepSeek's R1 model is the “artificial satellite moment” of AI. He refers to the satellite launched by the Soviet Union, marking the later period and the United States At the beginning of the American aerospace competition. The 1950s.
He said in another article: “Deepseek R1 is one of the most amazing and impressive breakthroughs I have ever seen, and it is open source and a profound gift for the world.”
However, the suspect is still about the announcement of DeepSeek's announcement, and it will eventually shake the AI supply chain, from the manufacturing semiconductor to the public cause of hope for power, so that the huge data center will inspire computing power.
Analyst Dan Ives said: “For these chip restrictions, Deepseek has found a method to solve these chips restrictions, and the chips they finally use, because the information is from China, so right There are a lot of suspicion on this problem.
Nevertheless, Deepseek's announcement still shocked the global stock market.
In Amsterdam, the Dutch chip supplier ASML slipped 6.6 %. In Tokyo, Japan's SoftBank Group Corporation lost 8.3 % to make it closer to the White House announcement. The announcement will be added to a partnership to invest $ 50 billion in AI infrastructure.
On Wall Street, the stock of Contellation Energy sank 19 %. The company said it will restart the closed three -mile island nuclear power plant, thinking that Microsoft's data center provides electricity.
All concerns make investors turn to bonds, which is safer than any stock.
'Gorgeous seven'
For disposable artificial intelligence winners, this is a sharp change. In recent years, their stocks have soared. I hope that all investment will reshape the global economy and provide huge profits in the process.
For example, before the decline in Monday, NVIDIA's stocks soared to $ 20 to $ 140 in less than two years.
Other large technology companies have also joined Crazy, and their stock price has benefited a lot. Just on Friday, Mark Zuckerberg, CEO of Meta Platforms, said that he is expected to invest at $ 65 billion this year, and talk about the data center built in Louisiana. Essence
Companies such as a small group have become so dominant, so that they are called “magnificent seven people”. According to data from S & P Dow Jones, these companies (Amazon, Apple, Meta platforms, Microsoft, NVIDIA and Tesla) accounted for only half of the total yield of the Standard 500 index last year.
They also made them a huge swing of the Standards Poore 500 index and other indexes, which brought greater weight to large companies. It shows the risk of betting too much on a few award -winning stocks, which is the risk of market experts called “centralized risks”.
“When said these names or ideas rising,” said, “said the chief economist of Annex Wealth Management, said it would feel good, but when it was interrupted, it would be even more dangerous.”
Nevertheless, he still suggested not to respond to excessiveness to the sharp autumn of Monday. Jacobson said: “The news from China may be exaggerated, and then we may see the recent market change.” “News may also be real, but this will bring new investment opportunities.”