AI Stocks Rebounded Tuesday—But There’s Some Wariness Out There About What’s Next | Global News Avenue

Investors piled back NVIDIA (NVDA) And other American artificial intelligence stocks, on Tuesday, from Monday, from Monday Deepseek drive to sellEssence

However, the dramatic nature of the market reaction on Monday has made some people in Wall Street alleviate the expectations of some affected people stock In the end, it will rebound.

AI stocks fell on Monday’s applications Chinese artificial intelligence startup Deepseek Beyond the most free American application list of the highest Apple list of OpenAI. Deepseek claims that its AI model can be comparable to the performance of American peers, and a small part of the cost has aroused concerns about American companies and their competitiveness. Large expenditure in emerging technologiesEssence

Bernstein, Citi, Wade Bush, Raymond James and analysts other places have hinted that the market response on Monday may be exaggerated. Provide the opportunity to buy dipping sauceEssence In fact, the market is indeed Roughly rising todayThe Nvidia The stock ended about 9 % on Tuesday, although it was still far from the end of Friday. ASTERA LABS stocks received nearly 8 % on Tuesday, while Marvell rose 3.5 %, and Broadcom rose nearly 3 %. After the early income, Micron’s shares were reduced by about 3 %.

But there are some vigilance there.

PROSHARES Global Investment Strategic Simeon Hyman said: “In view of the future valuation and potential uncertainty, investors may want to consider trimming technology.”

An analyst of Morgan Stanley told customers in a report on Tuesday that although they “maintained” AI semiconductor stocks, “the reaction of the stock market may be more important than the cause and can bring further exports to further exports Control or reduce the enthusiasm for expenditure. “

分析师补充说，尽管他们不希望这些担心会推动AI领域大多数公司的支出行为的重大变化，但投资者可以对即将到来的支出公告做出反应，而与上周的支出公告相比，在Meta platform (Meta Platform) (Meta Platform) (Yuan) Public plan It costs up to $ 65 billion To support its AI ambitions, President Donald Trump announced Establish a 500 billion US dollars of AI infrastructure projects In the United States

Analysts maintained a “overweight” rating for AI Chipmakers NVIDIA and Broadcom (overweight “(overweight” (overweight “(overweight” (overweight “(AVGO), But lowered them Price goal NVIDIA from 166 US dollars to $ 152, while the target on Broadcom starts from $ 265 to $ 246. Analysts have reduced the goal of ASTERA LABS (Arab), Marvell Technology (MRVL) And micron technology (muTo.