This is the winner and loser of Deepseek AI UPHEAVAL

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AI stocks have noticed the high performance of Chinese startup DeepSeek in Wall Street in the past week, and efficient open source AI models.

The high -performance model that DeepSeek said has received approximately $ 6 million training within a few months, which has caused people's concerns, that is, useful AI may not need the most powerful and most expensive hardware. It also threatened to weaken the popular investment thesis in American technology companies so far: actively spending to establish computing power and develop the most powerful model.

After the selling of semiconductors and computer network stocks on Monday was a moderate rebound, but when the market was closed on Friday, the loss of DeepSeek was still obvious. Below, we checked some winners and losers in the past week.

nvidia (NVDA), An indisputable AI boom winner is the undisputed loser of DeepSeek Panic.

On Monday, the stock fell 17 %, which was the largest one-day decline since March 2020. At that time, COVID-19, which will make the daily life around the world more obvious. The market value of the chip giant was $ 36 trillion before last week, shrinking nearly $ 590 billion. This is the largest market value loss recorded by a company.

Some investors believe that DeepSeek may force American technology giants to re -focus on making more flexible, efficient AI models, and subsequently reduce the most complex chip expenses for NVIDIA. Analysts usually have doubts about this narrative. Bank of America analysts believe that DeepSeek may be "the outbreak of artificial intelligence", which provides more AI investment for NVIDIA.

But some people think that there are reason to be vigilant. Analysts of Morgan Stanley wrote: "The reaction of the stock market may be more important than the cause" and warn that the success of Deepseek may alleviate the enthusiasm of AI expenditure and forced the Trump administration control.

Although NVIDIA stocks resumed some losses on Monday, it has reduced 16 % this week.

Meta's stock (Yuan) Last week, it rose 6.4 %, making it the best of the outstanding seven people.

When Deepseek escaped AI for sale on Monday, the stock was supported by Deepseek, which rose by about 2 %. Investors are affirmed by the success of the DeepSeek model, just like Meta's large language model LLAMA, which is open source.

CEO Mark Zuckerberg said at the company's income conference on Wednesday, "Only strengthening our beliefs, which is correct for us," refers to It is an open source AI, not a proprietary model.

Meta's stock has also been improved from a strong quarterly income report. Meta easily surpasses Wall Street's expectations for top -level and bottom lines, and executives may reduce some troubles about the threat of DeepSeek in their comments on analysts.

Enterprise software company Servicenow's stock (Now) The roller coaster was completed for a week, about 1 %.

At the first two meetings of this week, the stock climbed 4 %, because the cost -effective model of Deepseek's cost -effective model can accelerate the development of more affordable AI models. Analysts and investors quickly noticed that software companies would immediately benefit from lower calculation costs. More efficient AI can not only expand their profits, but also enable them to develop and run more models for multiple uses, thereby promoting greater consumer and business needs.

When the company's report on Wednesday's disappointing quarterly results, the transaction amplitude of Servicenow's stock was close to the high point of the record, resulting in a down 11 % of its stocks. CEO Bill McDermott's optimism of the company's AI prospects cannot counterattack Wall Street, because the growth rate of subscription revenue is slower than expected, and it is expected to grow or even slower in the current quarter.

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