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NVIDIA’s shares decreased on Wednesday despite the powerful income from the Dutch Group ASML, despite the rebound from European and Asian chip manufacturers.
The US chip manufacturer fell 4.8 % in New York, and the large -scale technical revenue increased in the second half of the day, rebounding nearly 9 % in the previous session. Following the rapid sale on Monday, it wiped out nearly $ 600 million from the release of a proportions models from a Chinese emerging company Deepseek.
This week, the decrease on Wednesday, despite the fact that retail investors have been plowing more than $ 900 million in NVIDIA shares. The S & P 500 index decreased by 0.3 %, and the NASDAQ composite decreased by 0.6 %.
Analysts say the sudden introduction of cheap AI tools, such as DeepSeek, could affect the price setting and market evaluation of Megacap US Tech Groups.
“We are expected to improve volatility to re -evaluate the long -term possibility of AI Value Chain companies,” said German Bank strategists in a note to the client.
“The analysts can re -adjust the forecast of revenue, so it may take several weeks or months,” they added.
ASML shares, one of Europe’s largest high -tech companies, closed 5.5 % in Amsterdam.
Another chipstock ASM closed 3.5 %, and the Stoxx Europe 600 technology index increased by 2.4 %. Stoxx Europe 600 benchmark has increased 0.5 %.
“In order to have AI everywhere, we need to see a major advances in cost and energy consumption,” said Fouquet, which needs much less chips to build by the artificial intelligence model. Openai.
Investors are trying to grasp the impact on the promised market of Deep Shek, developing AI tools in just a few US rivals, which have been called the “Sputnik moment.”
However, analysts say that the sale on Monday has worsened due to the size of the earlier investor’s earnings on NVIDIA, the main beneficiaries of the AI boom in the market.
“What happened on Monday was an extreme overreaction, which was amplified by extreme positioning,” said Ellis Galoo, a global investor in the Bank of America.
He pointed out the crowded position of the global high -tech stock heading for President Donald Trump’s inauguration, and prior to this week’s meta and high -tech bells.
“I saw many purchases yesterday, including retail investors who support today’s market,” added.
The increase in ASML shares has occurred after reporting a stronger order than expected of the most advanced chip making devices.
Fouquet predicted that there will be a deeper sequence shock in the next few months or several years. “I can’t have an industry with this opportunity unless the main players are challenged,” he said. “I don’t think we can define who wins today in 2030.”
He stated that newcomers such as DeepSeek will accelerate technology deployment.
“Everyone who reduces cost is a good news for us,” said Fouke. “Low cost means that AI can be used in more applications, so the more applications, the more chips are, and we are doing business to provide equipment to people who make chips. “
Earlier, Japan’s high -tech Nikkai 225 was supported by semiconductor stocks and AI investor SoftBank rebounds and closed 1 % by 1 %.
In Tokyo, NVIDIA suppliers’ ADVANTEST closed 4.4 %, and TOKYO ELECTRON, a semiconductor company, increased by 2.3 %. SoftBank has ended a day with 2.4 % increase.
