Here Are the Stock Market Winners and Losers from the DeepSeek AI Upheaval | Global News Avenue

AI stocks have noticed the high performance of Chinese start -ups in Wall Street in the past week. The shocking open source AI model DeepseekEssence

The high -performance model that DeepSeek said has received approximately $ 6 million training within a few months, which has caused people’s concerns, that is, useful AI may not need the most powerful and most expensive hardware. It also threatened to weaken the popular investment thesis in American technology companies so far: actively spending to establish computing power and develop the most powerful model.

After the selling of semiconductors and computer network stocks on Monday was a moderate rebound, but when the market was closed on Friday, the loss of DeepSeek was still obvious. Below, we checked some winners and losers in the past week.

Nvidia

nvidia (NVDA), An indisputable AI boom winner is the undisputed loser of DeepSeek Panic.

Share 17 % of the shared shared on Monday The largest one day since March 2020 declined When COVID-19 becomes obvious, 19 will subvert the daily life around the world. The market value of the chip giant was $ 36 trillion before last week, shrinking nearly $ 590 billion. This is the largest market value loss recorded by a company.

Some investors believe that DeepSeek may force American technology giants to re -focus on making more flexible, efficient AI models, and subsequently reduce the most complex chip expenses for NVIDIA. Analysts usually have doubts about this narrative. Bank of America analysts believe that DeepSeek may be “the outbreak of artificial intelligence”, which provides more AI investment for NVIDIA.

But some people think that there are reason to be vigilant. Analysts of Morgan Stanley wrote: “The reaction of the stock market may be more important than the cause” and warn that the success of Deepseek may alleviate the enthusiasm of AI expenditure and forced the Trump administration control.

Although NVIDIA stocks resumed some losses on Monday, it has reduced 16 % this week.

Element platform

Meta’s stock (Yuan) Last week, it rose 6.4 % to make it the best performance SevenEssence

When Deepseek escaped AI for sale on Monday, the stock was supported by Deepseek, which rose by about 2 %. Investors are affirmed by the success of the DeepSeek model, just like Meta’s big language model LLAMA Open sourceEssence

CEO Mark Zuckerberg said at the company’s income conference on Wednesday, “It only strengthened our beliefs, which is correct for us.” Refers to the correct concern, “refers to It is an open source AI, not a proprietary model.

Meta’s stock has also been improved from a strong quarterly income report. Yuan is easy Expecting Wall Street’s expectations At the top and bottom line, as well as executives in the comments of analysts It may reduce some trouble About DeepSeek threat.

ServiceNow

Enterprise software company Servicenow’s stock (Now) The roller coaster was completed for a week, about 1 %.

At the first two meetings of this week, the stock climbed 4 %, because the cost -effective model of Deepseek’s cost -effective model can accelerate the development of more affordable AI models. Analysts and investors quickly noticed the software company Will benefit immediately From lower calculation costs. More efficient AI can not only expand their profits, but also enable them to develop and run more models for multiple uses, thereby promoting greater consumer and business needs.

When the company’s report on Wednesday’s disappointing quarterly results, the transaction amplitude of Servicenow’s stock was close to the high point of the record, resulting in a down 11 % of its stocks. CEO Bill McDermott’s optimistic emotions for company AI potential customers cannot resist the disappointment of Wall Street Growth ratio It is expected to grow slowly in the current quarter.