According to analysts, European chip stocks may benefit from the extensive growth of DeepSeek, a cutting -edge artificial intelligence model developed in China. The development of Chinese artificial intelligence has led to the rude awakening of large -scale technology stocks this week. On Monday, the huge beneficiary of AI Hype Chip Designer Nvidia’s stock fell 13 % on Monday on Monday. Microsoft, Amazon and Google, three large cloud computing providers have also reduced by 4 %. Investors are worried that the Chinese AI model of DeepSeek has been developed at a price of less than $ 6 million in just two months, which is much smaller than the cost of western peers. However, Morgan Chase’s stock analysts said that not all chip stocks are the same. European Semiconductor Corporation (such as ASML) is a supplier of chip manufacturer TSMC, Samsung and Global Founding Factory. It profits from the growth of manufacturing rather than a small amount of AI chip value sales. Analysts suggested that if DeepSeek is deployed on laptop and smartphone devices, it may promote the growth of chip volume to benefit ASML, ASMI and VAT groups. JPMORGAN (JPMORGAN) Sandeep Deshpande and Anchal Sahu said to customers on January 27th on January 27 that all three stocks were traded in the United States. “Therefore, in fact, the opposite of intuition, if Deepseek’s AI assistant can run on a low -computing power laptop, and the smartphone may start and bring the AI ​​to the consumer market, it will be a significant positive solution for semiconductor devices, even if accompanied by accompanied by accompanying The growth of corporate AI chips has slowed down. According to Application Data Research Company Sensor Tower, the AI ​​Assistant application has surpassed the competitors ChatGPT, becoming the highest free application available on the American Apple App Store. Analysts added: “If the stock of the European half -limited company falls, we think this is likely to establish cheap goods for investors who do not participate.”
DeepSeek’s AI model makes European chip stocks be beneficial to intuition: JPMORGAN | Real Time Headlines
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