Tom Lee, the research leader of Fundstrat Global Advisors, said the future concerns about the future of artificial intelligence trade caused NVIDIA stocks to fall nearly 17 % on Monday and affect the stock market-but investors seem to over-respond to excessive reactions Essence Chinese artificial intelligence startup DEEPSEEK stimulated selling on Monday. The company debuted for the first time in late December, and it claimed that the model was built by less than $ 6 million. The development has stimulated people’s fear of competitive AI models that can be built on cheap and small -featured chips. As the stocks of NVIDIA and Broadcom suffered losses, the technology sector was sold seriously, and it fell by more than 5 % on Monday. “For me, this is an over -reaction,” Lee said on CNBC’s “closed bell” on Monday. “The decline of NVIDIA has been the worst since March 2020. We know that this is a huge opportunity for investors. This is not an interesting day, but I regard it as an opportunity.” NVDA 1D Mountain NVIDIA NVIDIA stock. The market movement on Monday also reflects a broader concern, that is, the AI ​​races between China and the United States are entering a new stage, and Beijing may lead. Li said, “If NVIDIA has become Betamax in the past week, he will be surprised” -This refers to the recording format of the current video videos of the competitors VHS he has encountered -this will be the only way to prove that the chip giant can prove the chip giant The situation is reasonable. Share a degree until Monday. To be sure, Li also said that time will prove whether selling will end the fruit, and as a result of becoming a long -term trend of chip manufacturers. He said that at present, he believes that NVIDIA’s slides are a buying opportunity. He warned: “We don’t know if it is exaggerated.” Outside of the technology outside the Li, he said that he liked financial progress and added that the industry was the idea of ​​his first standard S & P 500. “I think the financial situation is a good basic case for this year’s change, because we have a new government, a dirty Federal Reserve, which is not painful for banks. This is a may lead to the capital market. The activity and multiple of the rising period are very low, “Li said. Correction: Tom Lee said he believed that on Monday’s market selling was an excessive reaction, he pointed out that the decline in Nvidia has been the worst since 2020.
Tom Lee calls on the market to sell excessive response, NVIDIA is deepseek news | Real Time Headlines
RELATED ARTICLES