According to the HighTower consultant Stephanie Link, Deepseek’s selling will soon mean buying opportunities in Amazon and Broadcom. After the first artificial intelligence model that competed for the first time by Chinese startup Deepseek at a lower cost than OpenAI, the stock futures rolled on Monday, which inspired investors to worry about the outbreak of AI Bubble. The S & P 500 Index has soared by more than 20 % in 2024 and 2023. This is largely because AI can unlock large markets for “huge seven” stocks. In any case, HighTower’s chief investment strategist Link said that the technology RAT may create opportunities for investors who want to buy AI names, especially among companies that make DeepSeek headline news isolation. Link told CNBC’s “Squawk Box” on Monday, “I think you want to find opportunities. Amazon will be an opportunity I want to find.” “I won’t run around today, but this is not just an artificial intelligence story. It is an e -commerce story, business profit story. “” Broadcom’s diversification. She was in trouble, “she said. “So this is also the callback I want to look back.” In Monday’s transaction, Amazon fell nearly 3 %. Broadcom’s stock fell more than 12 %. AMZN 1D Mountain Amazon reiterated that the construction of data centers will continue and expressed confidence in the expansion of the AI ​​market in the next few years. Link said, “Today, I got a reaction.” “Let it settle down, you choose the attraction.”
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