Why DeepSeek’s AI Model Has Wall Street Bullish on Software Stocks | Global News Avenue

Chinese startup Deepseek The efficient open source AI model may sink the favorite AI stock on Wall Street on Monday, but it may also crowns some new collection clips.

Yesterday was NVIDIA’s worst day (NVDA) And Philadelphia Semiconductor Index (sock) Since March 2020. However, stocks in some technical fields have soared -Salesforce (CRM) The stock rose 8 % this week, Apple (Apple)AAPL) have 7 % climbingEssence

This is because until now, artificial intelligence trade has been driven by artificial intelligence “selection and shovel” suppliers: semiconductor, network equipment and electricity. However, the success of DeepSeek shows that AI’s selection and shovel may not need to be as rich or fantasy as investors have thought. For AI buyers, such as software companies, they can pay basic models and computing power to cloud service providers and AI companies, which may be a gospel.

Can Deepseek speed up the rise of AI agents?

Several analysts predicted at the end of last year that AI agents (more tasks that can perform more than AI chat robots) AI agents will attract investors more interest.

The main technology companies and emerging companies have begun to launch AI agents who may reshape consumers’ behavior, Wall Street has noticed. Last week Openai AI agent was launchedThe company stated that they can order users’ grocery or booking tickets. Salesforce agent According to Bank of America analysts, in the first few months, “healthy early interests”. And the stock of Med-Tech Company Tempus AI (TEM. Rising last week After the release of Olivia, its AI-POWER Health Concierge.

DeepSeek’s model may accelerate the hub from infrastructure to applications, and its cost benefits may be copied by American companies.

Goldman Sachs wrote in a comment on Tuesday: “We believe that the innovation of DeepSeek in the model layer has strengthened our arguments, that is, as the income transfers from the income of the infrastructure layer, the company will allocate more budgets to AI to AI “Application and platform layer will benefit. “They said that reducing calculation costs,” “It should help catalyze the widespread use of AI workload and encourage enterprises and consumers to adopt. “

Enterprise software can benefit from DeepSeek Ripple effect

Goldman (GoldmanMSFT), Salesforce and Adobe (adbeTo. However, they said that more effective models should reduce the obstacles of small competitors and encourage the spread of AI use cases.

Analysts of Morgan Stanley agreed that corporate software companies are most likely to benefit from the estimated savings of Deepseek in the United States. Analysts wrote: “A more cost -effective model is reducing ‘Genai input costs’ for a wider range of software ecosystems.” They emphasized that Microsoft as the main beneficiary, and pointed out that its Azure platform is an application developer’s visit and establishment The best position of basic AI model.