According to Rick Rieder of Blackrolk, concerns about DeepSeek’s concerns about the market impact of “watersheds”. After Deepseek, the Chinese Artificial Intelligence Laboratory, said that it had a free open source large language model, the industry was shocked on Monday. The model took only two months and could not be built in less than $ 6 million. AI Darling NVIDIA fell 17 % in the news, restored 8.8 % again on Tuesday’s trading day, and was red again on Wednesday’s trading day. When Rieder talked about Monday’s technical defeat, “This is indeed a re -evaluation, and I think this is healthy.” He pointed out that the multiple of the space has reached a high level. “You must understand the company you invest, not just the theme of the theme, not that every company is suitable for the theme.” He added that the NVDA 5D Mountain NVDA 5 -day chart is also a awakening of the company’s capital expenditure. Rieder, the company’s global fixed income officer, said: “This shows the effectiveness of these tools, and some of these companies that use tools can actually be faster and lower.” He said, how much did he buy during the selling process, how much did he buy during the selling process. The name, including software companies that can benefit from faster and cheaper AI models. Several analysts in Wall Street agreed. Both BMO Capital and Canaccord GENUITY both proposed on Wednesday that the latest development development may be beneficial to the group. Rieder also purchased some high standards, which refers to a large number of cloud computing companies invested in the infrastructure of data center. Although Rieder does not say what specific stocks he has bought, Amazon, Google and Microsoft are considered large scorers. In addition, he is a buyer of some chip companies that overdo them on Monday. He said: “I think this is not a prosecution about chip development or chip distribution.” “This is a statement about creating computing power.” He said, in general, for stocks, this should still be a good One year, this may return 15 % in 2025. “I don’t think this will be a straight line.” “(Monday) is very good to remind people that people have crowded many people, and people do not buy so many stocks. So I think you have to be careful.” Correct correction : Deepseek said that the cost of open source large language models is less than $ 6 million. Earlier versions wrongly explained the picture.
Rick RIEDER of BlackRock is a buyer of some technical names during the sale period | Real Time Headlines
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