According to a survey, Deepseek will rarely de seven spectacular seven shares.

Earlier this week, Deepseek’s Emergence’s RoileD Markets has expanded the market, but investors are looking at the limited range for Chinese artificial intelligence startups to dent a magnificent performance.

Of the 260 respondents, 88 % of the latest model debuts in the startup, which wiped out S & P $ 784 billion on Monday, stated that it will hardly affect the shares of US technology giant in the coming weeks. Masu. Few people have reduced their exposure to S & P 500, an index dominated by large high -tech companies. Instead, 59 % of the number of participants conducted on January 28-30 will be the policy of President Donald Trump this year.

Since the S & P 500 leadership has been concentrated for over 20 years, investors and strategists frequently warn you that a small number of mega cup names that have drawn the index can damage a larger market. Masu. The sale on Monday was remarkable, with AI Darling NVIDIA CORP’s $ 589 billion market value.

However, beyond the high -tech stock, the impact on a wider market was greatly included. The 1.5 % decrease in S & P 500 on that day was only the biggest loss of the index in 10 sessions. The benchmark index rose 0.5 % on Thursday, and Trump saved his previous profits as he pursued a threat of 25 % of Canada and Mexico on February 1.

The destroyer has been destroyed

Steve Sosnick, Chief Strategist of Interactive Brokers LLC, is not easy to resign Magnificent Seven because companies have been able to build important competitors around the business.

Nevertheless, the celloffs on Monday remind Wall Street that “even the destroyers have the risk of confusion.” “If a company has gained large -scale profits, it is inevitable that competitors will occur in the hope of enjoying some of these benefits.”

Major high -tech companies that report this week’s revenue remain bullish about competitiveness in AI races. Mark Zuckerberg, Meta Platforms Inc.’s highest executive officer, stated that 2025 would be a “big year” for his company’s AI strategy. His comments came last week after the company announced a higher capital spending than the estimated estimation, and raised concerns about the difficulty in reserving AI investment.

On the other hand, Microsoft Corp. stated that the cloud computing business will continue to grow slowly in the quarter of this year, as Behemoth is struggling to build enough data centers to meet the demand for AI products. 。 NVIDIA Corp. will report the results on February 26.

Exaggerated reaction

When asked how the appearance of DeepSeek would affect investment, 63 % of the investigators said they had no plans to change their exposure to S & P 500. This week’s defeat stated that DeepSeek was exaggerated, given the question of how to release the AI ​​model. Assert that some of the leaders in the United States have spent some money.

The respondents are unknown that Trump’s tariff remains, as the Trump administration is considered a larger catalyst this year than the AI ​​of stock performance this year.

“The influence of the policy feels linearly, but I don’t think it can be felt in episodes,” said Charles Schwab & CO. Senior Investor Kevin Gordon said, but the portfolio manager is hoping for this year’s volatility, and tax and tariff removal has been loaded more for this year’s backend.

New Heaven?

The sale of American Tech Giants shares this week has created a new alternative US value stock. The sector was a preferred heaven for 39 % of respondents, but was 23 % or 12 % of the US dollar for the Ministry of Finance.

Investors are accumulated in value stocks, from financial companies to healthcare and industrial stocks, and are usually sensitive due to economic fluctuations. As a result, VANGUARD S & P 500 Value Index Fund ETFs are being promoted.

According to the data edited by Bloomberg, after the insufficient performance for four consecutive months, in January, the corresponding Vanguard S & P 500 Growth Index Fund ETF was edged. If it lasts until Friday, it will be the largest monthly gap since August.

The survey taker remains optimistic at S & P 500, and is estimated to reach 6,500 by the end of the year, so it shows a 7.1 % increase from the end of Thursday.

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