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Retail investor hurried Nvidia On Monday, although the artificial intelligence model from China has weakened its shares and caused, it still provides chip manufacturers with major street support for chip manufacturers. Historically, $ 600 billion in market valueEssence
According to Vanda Research, the daily traders purchased NVIDIA stocks worth more than 562 million US dollars on the balance, which reduced the total outflow of flow. This marks the record of daily net inflows in NVIDIA, because couple investors exaggerate their agencies, and the latter discarded the stock.
NVIDIA suffered the greatest loss of a day, and bought from individuals, About 17 %Since the beginning of COVID in March 2020.
The plunge on Monday is reported that the AI ​​model of Chinese startup Deepseek AI model Score high It is cheaper and less than the West.
This development has aroused people’s doubts about the strategy of spending a lot of money on the United States in AI and its required data centers, just like President Donald Trump Announced last week A billions of dollars AI projects are called Stargate. DeepSeek’s sudden rise also caused alarm clock, saying that the United States may not be guided in AI technology, which reminds people of what people said “Entering moment” In dawn Space competitionEssence
Nvidia Tell CNBC On Monday, Deepseek’s model was “excellent AI progress.” According to reports, Deepseek provides the best model better than OpenAI and other American competitors, and is worried about the United States’ position in AI.
However, personal investors are not shocked. Vanda data shows that chip manufacturers are The most purchased security In 2024, the average investor of net investors even exceeded SPDR S & P 500 ETF Trust (spy),track S & P 500.
One of the buyers on Monday is Nirav Patel. The technical manager said that he spent a few hours to test the DEEPSEEK model and concluded that although the development cost has declined, more chips need to process the demand for increasing the burden of growth.
Patt said: “I think you will see the higher adoption of reasoning AI models.” “Through adoption, you need more calculations, so you basically need more NVIDIA chips.”
The support of small traders is the latest example of differences between retail investors and single -film Wall Street, just like in Moving inventory boom This attracts the US market during the big period. The difference now is that individuals cannot get rid of the price of NVIDIA. The market value on Tuesday is close to $ 3 trillion. They can be small stock stocks like video game retailers Gamestop Or movie theater chain AMC Four years ago.
Despite the size contrast, there are similar colors on Monday. NVIDIA is the most popular stock WallStreetbet’s Reddit Forum As of Tuesday morning, in the past 24 hours, as the stock decreased, its stocks fell by more than 175 %.
A Reddit user Publish The photos of the NVIDIA location on the WallStreetbets forum are titled “Huang We Trust”, which is the reference of Jensen Huang, CEO of NVIDIA. other explain Monday’s moves are “classic excessive reactions” and “missed greater pictures.”
