Nvidia, TSMC, ASML Among Tech Stocks Sinking on DeepSeek Threat | Global News Avenue

A series AI Stocks, including chip manufacturers NVIDIA (NVDA), After the Chinese startup DeepSeek released a cutting -edge artificial intelligence model, the model plummeted in the trading before the trading of Monday. Open artificial intelligenceEssence

The establishment of this Chinese company has caused people to question excessive valuation of technology stocks and large technology stocks. Super support About their artificial intelligence construction. DeepSeek’s application is the most downloaded program on Apple Store in the United States on Monday morning.

Earlier this month, Deepseek said that its performance was “equal to ChatGPT.” Despite the influence of the United States, Deepseek is still successful Export control Trending chips that hinder the development of Chinese artificial intelligence enterprises.

On Monday morning, Nvidia fell 11%before opening, and Taiwan Semiconductor Manufacturing Co.TSM) Decrease more than 11%, and Asley Holdings (Asley Company), The stock price of the Dutch company producing semiconductor machinery fell by about 7%. Other chip manufacturers have also been hit: Broadcom’s (Broadcom) (Broadcom) (Broadcom) (Broadcom)AVGO) The stock price fell about 12%, while Meiguang Technology (exist) A drop of about 6%.

Nasdaq fell about 4%. Yuan Platform (Plum tower), Report results WednesdayDropped by nearly 4%. Even the nuclear power suppliers, which are considered to be vital to the artificial intelligence data center, are declining: Constellation Energy (CEG) And Ri Zhida (Visual time) A drop of about 11%.

Citi insists on buying NVIDIA

Nevertheless, Citi Analysts stated in a report released on January 26 that they insisted on buying rating for NVIDIA and expected that artificial intelligence companies would continue to buy advanced chips.

“Although the achievements of DeepSeek may be pioneering, we question that such a view is that its feat is completed without using a high -level GPU to fine -tun/or build the bottom layer (Big language model. The final model is based on distillation technology, “analyzers wrote and pointed out” although American companies’ dominant positions on the most advanced artificial intelligence models may be challenged. ”

Analysts wrote that “in an inevitable and stricter environment,” American companies obtaining cutting -edge chips will become an advantage.