NVIDIA CEO Jensen Huang delivered a keynote speech at the Consumer Electronics Show (CES) in 2025, showing the company’s latest innovation in Las Vegas, Las Vegas, Nevada, USA on January 6, 2025.
Artur Widak | Annadu Gati image
Nvidia Stocks’ listing on Tuesday is higher, because traders have re -evaluated the meaning of a much cheap large language model on artificial intelligence trade.
The rebounds of chip manufacturers at the early meetings were crumbling, an increase of about 2.2 %. Earlier in the morning, with the opening of the official market, the stock’s bouncing was greater and is decreasing.
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.
Nvidia 1 day
Monday steep sales-at NASDAQ Composite, a huge selling of 3 % of the NASDAQ Composite-with the worries of traders, due to the emergence of Chinese start-ups Deepseek, the Nasdaq comprehensive case dropped by 3 %.
DeepSeek released a open source model last week. It 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, which is 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 income and disadvantages around the software industry. The more powerful LLM model can run a small part of the original cost (if it is confirmed) (if it is confirmed) It’s easier … therefore, it is faster and wider in the entire software universe.
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. In other words, 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.
