Due to the shocking news of the low -cost but high -quality AI models created by China, which is well -known company, Japan's technology shares fell on Tuesday, and the selling of global artificial intelligence stocks continued.
News about Chinese entrepreneurship Deepseek has caused investors Doubt and question the overestimate of our model It is regarded as a way to lead the AI field.
NVIDIA's stock is the poster child of AI BOOM in recent years, dragging down US stocks and declined, down 17 % on Monday, cutting from the market value of chip manufacturers by 593 billion U.S. dollars. This is the one -day loss of any company's record. Essence
Please refer to: China Deepseek Rock Rock American Science and Technology Giant's “AI Breakthrough”
All this stems from the free AI assistant initiated by Chinese startup DeepSeek last week. The company said that the data used is less, which is said to be a small part of the current service cost. The company has attracted great attention globally, including the praise of OPENAI CEO Sam Altman, which is called “impressive examples”.
“We will obviously provide better models, and its legitimacy makes it new competitors!” Altman, the person in charge of the AI company behind ChatGPT, said in social media posts.
Deepseek's launch and increasingly popular investors have prompted investors to sell technology stocks worldwide, from Amsterdam to Silicon Valley and Tokyo.
In Japan, NVIDIA's supplier Chip testing equipment manufacturer's best advantage, which sneaked nearly 9 % on Tuesday, fell 10 % on Tuesday. Tokyo Electron, a chip manufacturing equipment manufacturer, fell 5.3 %, while the technology start -up investor Softbank Group (Softbank Group) was 6 % lower.
In the United States, Broadcom fell 17.4 %, followed by the ChatGPT Backer Microsoft fell 2.1 %, and then Google Parent Alphabet fell 4.2 %.
The Philadelphia Semiconductor Index fell 9.2 %, the highest percentage of the highest percentage since March 2020. The technology -heavy Korean and Taiwan markets closed due to the Lunar New Year.
“Excessive technical weights and unpopular risks”
The total selling total is about $ 1 trillion, which has aroused the crowded status between investors and the focus of high valuations of some of them.
David Bahnsen, chief investment officer of Bayensen Group, said: “What shocked Monday's technology to sell was so shocked that many AI and technology companies had no error room for valuations.”
“The excessive weight of these technology stocks in many investors' investment portfolios. The high concentration of these technology stocks in the market index is a major and underestimated risk problem.”
In the past 18 months, the hype around AI has invested a large amount of capital to invest in stocks, enabling valuations to swell and increase the stock market to record high points.
Doubt about the cost number of Deepseek
This is not only a chip manufacturer and technology company, but also the company that focuses on data centers has also been hit. Malaysia's public business group YTL Power has decreased by 7.5 % at the third huge loss meeting on Tuesday.
IG's market strategist Jun Rong Yeap said that there may be some ideas of “first sale, future thinking”, whether Deepseek will eventually become a so -called change of game rules and can reshape the American AI landscape.
“However, if there is, market participants do not like uncertainty, and obviously they are unwilling to risk in the short term.”
Records show that little Hangzhou startup behind Deepseek knows very little. DeepSeek's shareholders are quantitative hedge fund senior co -founder Liang Wenfeng.
Its researchers wrote in a paper last month that the DeepSeek-V3 model was launched on January 10. It uses NVIDIA's lower capacity H800 chips for training, which costs less than $ 6 million.
Reuters said Bernestan analysts Stacy Rasgon and others believe that Deepseek's training cost for its V3 model should be higher because the $ 5.5 million quoted by the startup is only included in the amount of computing power.
However, Charu Chanana, chief investment strategist in Saxo, said the development project reminds people that competition in the global AI Arena is increasing, and NVIDIA may not be in a very important position.
“By developing higher AI models, with lower high -level and more cost -effective hardware, Deepseek challenged US technology companies to influx major investment in high -cost AI infrastructure.”
The focus of investors will now be a series of technical income this week, and executives may be keen to calm the nervous nerves.
As most US technology giants will report results this week, the next analysts and investors expect the company's executives to be clearer.
“(Deepseek's rise) question whether the current capital expenditure/technical upgrade needs to be upgraded. CFRA analyst Angelo Zino said:” The comments of American senior scores will be the key to this week. “
Zino added: “As we turn to AI and physics AI, they may emphasize greater computing power.” Zino added that it refers to the autonomous AI agent, and there is almost no conventional tasks, robots and automatic intervention, robots and automatic intervention. Driving a car.
- Jim Pollard's additional editor -in -law
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