Nvidia Corp. Jen-HSun Huang.
Patrick T. Fallon | Bloomberg | Getty image
Nvidia On the second day of Rose on Tuesday, cheap from China, open source artificial intelligence models have led to the largest market value loss in the history of the stock market.
NVIDIA lasted about 1.6 % in the trading on Tuesday. The stock’s income and losses in the morning transactions after the higher in the morning turned losses.
The stock fell 17 % on Monday and reduced more than $ 595 billion from the company’s valuation The largest single -day market value decreases There are records.
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Monday’s steep selling-at NASDAQ Composite, which has fallen by 3 %, which has caused the entire wider scientific and technological industry to shock waves. As traders worry that AI stock bubbles may explode due to Chinese startup Deepseek, Essence
Standard 500 Index and Nasdaq Transaction becomes red After NVIDIA on Tuesday, investors are looking for the rebound of the leader of the AI bull market to restore confidence.
DeepSeek released a open source model last week, which is reported that the model of OpenAI is better than the OpenAI in different tests. The company also said that the initial version of the model was less than $ 6 million-a small part of the billions of dollars spent on AI by major US technology companies.
To be sure, due to its high -power chip, NVIDIA has always been the descendant of the US AI trade, called the R1 model of Deepseek “Excellent AI progressEssence “
Nvidia spokesman told CNBC on Monday: “Deepseek’s work illustrates how to use this technology to create new models, and uses a widely available model and calculation that fully meets export control.”
In addition, most Wall Street analysts stand on NVIDIA after selling, and so far have not relegated the stock. Some people also think that the development of Deepseek is the long -term positive of AI.
“We believe that investors need to distinguish the potential benefits and disadvantages around the software industry. The more powerful LLM model can be estimated at a small part of the original cost (if it is confirmed), which means that the adoption of Genai should be easier … Therefore, it is faster and wider in the entire software universe.
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To be sure, although Joseph Moore, Morgan Stanley’s, rated his stock to overweight, his price target was reduced from $ 166 on Tuesday to $ 152.
“Deepseek’s release focuses on the evolution and innovation of AI, some of which may be shrinking. That is to say, the reaction of the stock market may be more important than the cause, and it can bring further export control or reduce the enthusiasm for expenditure; trim PTS but remain positive The attitude, but stay positive, “he said.
However, the endorsement of Wall Street failed to propose inventory. NVIDIA stocks have now decreased by 23 % compared with earlier this month.