Deepseek has been in the artificial intelligence market for several years. Analysts regard the shocking progress of the Chinese company in the field as an unexpected result of the US trade policy. With the United States under the Government of Biden in 2022, the United States has implemented export control to prevent China from obtaining high -performance semiconductors mainly from NVIDIA. The purpose is to maintain the technical advantages of artificial intelligence and super computer -related technologies. In response, China began to create its own chips and implemented it with DeepSeek, which recently attracted people’s attention to the ability to copy AI functions at a cheap cost. Although the United States further strengthened its policy on the modified chips in 2023, this did not prevent DeepSeek from developing forward. In the past few days, the comments of industry leaders have caught the US market in the US market because they are worried that the interruption of DeepSeek may subvert the theme of Central Wall Street. Provide motivation for the market. China’s innovation investors are worried that the restrictions on the United States have not hinder China’s progress in artificial intelligence, but have triggered innovation, which has made models that can develop priority efficiency, “Sandeep Deshpande, an analyst at JPMORGAN Chase, is in Monday’s comment said. This impact may be important, but in the end it is not all of the AI ​​state in the United States and how the future development will affect the negative industry. Investors can find buying opportunities in the inaccessible companies, and the rise of more cost -effective technology has opened up the market in other technologies (such as notebooks and smartphones). But even more direct, investors are reviewing the valuation of NVIDIA. NVIDIA’s transaction price is the next 12 months of estimates, and its stock price has fallen by 18 % on Monday. NVDA 1D Line NVIDIA Stocks on Monday “What made Monday’s technology selling so much that many AI and technology companies have no room for valuations,” said David Bahnsen, chief investment officer of Bahnsen Group. “In the end, excessive valuations always become a problem, but when it is combined with excessive valuation, basic news will become a high degree of problem.” The forward road of the forward road will be China becoming a larger in the artificial intelligence market. The degree of players and how to play a role not only played for NVIDIA, but also other companies that are developing their own products, as well as other companies that rely on companies that rely on generating technology to supply technology. “Try to limit China’s visit to American technology. In this case, in this case, it is likely to inspire China to develop on its own and be more independent of the United States in the process.” “China not only not only It can be disappeared as a customer, and it may also become the first competitor. The key points. Unless monetization has improved, investors may not be willing to approve an additional capital expenditure of AI. In addition, the United States may have to study its own policies, and these policies try to manage AI’s spread of the industry and around the world. President Donald Trump has always been AI’s indifferent advocates. His close consultant Elon Musk is a developer in this field and his XAI product. Jeffis analysts said in a report: “Trump/Musk may recognize that further restrictions are forcing China to innovate faster.” Therefore, we think Trump is likely to relax the AI ​​diffusion policy “” “
How can the United States leave the fastest chip of China from NVIDIA’s fastest chip may be counterproductive | Real Time Headlines
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