On Tuesday, technology shares regained some lost lands and the leader of the artificial intelligence chip rose Erasure I grew up through the low -cost Chinese artificial intelligence model dominance to Competitors to us.
on monday, NVIDIA lost about 17 percent or nearly $ 593 billion in the market value A single day loss to any company, while companies in semiconductor, energy and infrastructure exposed to Amnesty International get rid of more than one trillion US dollars.
On Monday, a sale was paid to the release of a free assistant for the China Amnesty International Dibsic Last week, the startup said that using less data in a small part of the current services cost. This got attention all over the world, though Suspicion It remains on the costs of Deepseek.
While the broader technology sector increased by 2.7 percent on Tuesday, the semiconductor index in Philadelphia fell by 0.2 percent after a decrease of 9.2 percent on Monday, which is its deepest decrease in one day since March 2020.
“It is expected to be recovered today, given the size of yesterday’s sale,” said Kodi Akri, a chips analyst at Benchmark Company. “Everything has been brought down collectively without there being a lot of sight in the exposure of every company.”
ACREE said on Monday may lead investors to think twice about the amount they want to pay for the prosecution -related companies. But he does not see the appearance of samples of artificial intelligence cheaper eliminates the need for more advanced chips.
“You will need both the economic sensitive models without the most advanced performance in addition to the front edge that will continue to be pushed by the large founding models, which will continue to consume the vast majority of horse computing,” said ACRE.
“Deepseek represents an increase in competition. We have never seen an industry in which an increase in competition leads to low spending.”
NVIDIA shares exceeded the last $ 126 after a volatile start on Tuesday, but they were still trading much less than Friday $ 142.62. Oracle rose by 3.3 percent after a decrease of about 13.8 percent on Monday. The shares of Marvel Technology increased by 2.7 percent after declining 19 percent in the previous session.
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While there are some doubts about the cost claims in Depsic, Sam Altman, CEO of Microsoft -backed Openai, described the company as a “impressive model”, while the American president Donald Trump It was called “the call for waking up to our industries.”
“It is clear that we will present much better models and also it is legitimate to have a new competitor!” Altman, President of the Artificial Intelligence Company behind ChatGPT, He said In a social media publication.
Dibsic suddenly prompted the scene of artificial intelligence that the industry depicts that China was after years of its competitors in the largest United States.
Investors threw the shares of technology everywhere, as the ripples from Tokyo to Amsterdam to Silicon Valley felt.
“We do not know how much the returns we will bring down from these artificial intelligence investments. Kim Forest, chief investment official in his peach Capital Partners, said that everyone has guessed what we have been doing for 18 months to two years, who is randomly buys” in artificial intelligence shares.
“The street is optimistic in the long run, but in the short term to the average, things are unconfirmed.”
On the European side, the US ASML ASML shares decreased by 1.6 percent on Tuesday, after declining 6 percent on Monday.
The sale is a reminder of the amount of capital, which is concentrated in a small number of shares that trade greatly for the rest of the market.
Before the defeat of Monday, NVIDIA shares were trading at a rate of 60 times the value of its profits, compared to 22 for the full S&P 500, according to LSEG data.
The noise around artificial intelligence has made a significant flow of capital to stocks, which increased about $ 10 trillion in the market value of “Seven Magnificent Seven” companies since Chatgpt began to flourish artificial intelligence in November 2022.
However, the NVIDIA evaluation slide to its lowest levels per year, in 26.76, attracted retail investors.
Data Analysis Company Vanda Research He showed that retail investors benefited from NVIDIA sales to become a record net of $ 562.2 million in the company’s shares on Monday. The number of sale orders exceeded retail orders by 2: 1 on Monday, according to JPMorgan data.
The technology index gains were on Tuesday thanks to a large part of the heavy weights in the market, such as Apple, which rose more than 4 percent and was the largest batch on the Nasdaq Stock Exchange. Other large drivers of the index were NVIDIA and Microsoft, as well as Amazon.com. The last two were about 2 percent until midday.
A number of large technology companies, including Apple and Microsoft, are scheduled to report profits later this week, and investors are likely to ask for capitalist spending on artificial intelligence.
