It happens that the incursion of Deepseek He filled investors with uncertainty, who fear a readjustment in global technological leadership. This episode underlines the growing competition in the AI sector and its potential to alter the balance of power in international markets. In the north, it is already said that the Chinese firm could be “the needle that bursts the bubble”, although that is yet to be seen.
After your impressive debut, The Chinese firm shook global technological actions This Monday, because it raises serious questions about the technological domain of Washington, which handles it thanks to its sanctions and impediments to China for transactional with chips or semiconductors.
It was during the weekend that interest grew in the latest artificial intelligence model of Deepseek, which is much more profitable, since it operates with less expensive chips. This raised doubts about the validity of the high valuations of companies such as NVIDIA CORP– That it sinks in the Premarket almost 13%- which has led the rise of artificial intelligence actions worldwide thanks to the perception that its chips are essential for this technology.
Actions linked to AI technology fall strong on Wall Street. ASML collapses 8.1%; Microsoft does it in 5.6%, Taiwan semiconductor cuts more than 10%and goal almost 5%. Without a doubt, the most affected role It is that of the King of the S&P500, Nvidia, which sinks 11.6%.
“Trees don’t grow up to heaven”
The investment advisor, Gastón Lentiniexplains in statements to Scope That, the competition for technological leadership is expressly been expressly in the 2025 start when comparing, for example, the development of electric cars where Tesla does not seem to shade the Byd or child“Chinese brands that do not reach the West, but are produced with quality and very low cost.”
“In the case of artificial intelligence, the launch of the Chinese Deepseek project seems to threaten the already known chatgpt because it has points in common, but its learning costs are reduced to less than half of those possessed by Americans and energy consumption It is also substantially lower, “Lentini analyzes.
Therefore, he argues that for investors this novelty could rethink the expected profits of the large Western companies, known as the magnificent seven. “Therefore the pre-market dyes red“. And he concludes,” trees do not grow to heaven and maybe, the time for pruning came. “
For the strategist, Leandro Monnittola, Deepsek put the industry that took momentum in recent years and was the focus of the most capitalization of the market. “The Chinese company broke out a few days ago with an open source of more profitable and lower costs, What he questioned the huge resources that have put in their developments the magnificent Wall Street“He explains.
The strategy recommended by City
And he warns that, “although Nasdaq’s futures anticipate a black day, the best thing the investor can do is have caution.” It is very premature to ensure that Depseek will challenge world -class leaders and alter the technological domain of the United States, slides the expert in statements to this medium.
And he warns that “in the short term there will be high volatility and perhaps the tech are beaten, but you have to analyze how the market develops. It is not good to go out to immediately detach the papers,” Monnittola recalls.
Wall Street: in red after Chinese Batacazo
Nasdaq 100 futures collapsed more than 3.4%, while S&P 500 contracts fell 2% in the early morning of New York. In Europe, technological actions lead market losses, with the titles of the equipment manufacturer for ASML Holding NV chips collapsed by 11%.
The CBOE Volatility Index, known as Vix, showed a significant rebound. Both the Nasdaq 100 and the technological subscript Stoxx 600 from Europe are aimed at a loss of market capitalization of approximately US $1 billionif the falls are held.
And, according to US press data, about 200,000 NASDAQ 100 futures contracts changed hands before 5:00 am in New York, near four times more than the average of 30 days for that time, according to data compiled by Bloomberg.
On the other hand, Chinese actions related to artificial intelligence reacted positively, with MERIT INTERACTIVE COclimbing until almost a new record. Merit has clear links with Deepseek after having declared that he had incorporated the Chinese firm model into his marketing. In Hong Kong, Hang Seng’s technological index also reacted upwards.
Key Week: Depseek adds pressure to a week full of data
The sharp fall of futures on Wall Street occurs at the beginning of a key week. It happens that the results of large technology companies are coming, andNCUIDADAS Apple and Microsoft Corp. The growth of the profits is expected to have decreased, While the assessments are kept highS, which adds more concern about the strong rebound of the RA’s driven sector.
The Nasdaq 100 Sand trades 27 times the estimated future profitscompared to its average of three years of 24 times. Nvidia is 33 times, although just below its average of three years.
Thus, the launch of Deepseek raises new doubts and challenges the notion that China’s technology is behind its US counterparts. Washington’s commercial restrictions maintained the most advanced chips out of the reach of China, But Deepseek’s model He developed at the tip of easy -to -access open source technology. Which ended by surprising the market.
News in development.-
Source: Ambito
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