The rise of Deepseek-R1, the latest AI model from the Chinese startup Deepseek to the top of Apple’s App Store, has contributed to the starts full of rocks and global markets this week.
From New York to London and Tokyo, stocks sank, and the United States slid after the highest ever increased. S & P 500 decreased by 1.5 %, but NASDAQ 100 decreased by 3 %.
On the other hand, 17 % of the US high -tech major NVIDIA erased $ 589 billion from the largest value in market history.
Energy companies expect to benefit from the unprecedented demand of AI, led by 21 % beatdown of CONSTELLATION Energy Corp.
“The adaptation of the big week in the market has become even bigger due to the confusion in the AI field, which will make this week’s Megacap Tech profits even more important for the market emotion.”
Tech Giants and Apple are planning to make a profit this week, and this is the “ALPHABET, Apple, Apple, AM Azon, meta , The trust of NVIDIA, Tesla) may recover.
The “magnificent Seven” mega cup gauge slides 2.7 %, and the Philadelphia Stock Exchange’s semiconductor index and Russell 2000 slipped 9.15 % respectively.
Meanwhile, according to the interactive broker Steve Sosnick, it is part of this “sudden disadvantageous market reaction” by the “wave of self -satisfaction” in the stock market.
“The sudden disadvantage of Deepseek indicates that some of the important assumptions that are promoting AI trade, therefore promoting major indicators, are re -evaluated today,” said Sosnick. Say.
“SPUTNIK moment” in stock?
Murphy & Sylbestwels Management Paul Norte was not convinced that this was the “Sputnik moment”.
“But this is a morning call that we are not the only game in the town. Putting these very high ratings in stock is a big mistake, which is a big mistake, which is re -evaluated. It is done, “Norte said.
The “SPUTNIK Moment” is an era of fear and anxiety of the western countries regarding the perceived technical gap between the United States and the Soviet Union, caused by the start of the world’s first artificial satellite, SPUTNIK-I. It comes from “SPUTNIK CRISIS”. , Soviet Union.
