Top line
The release of a capital -aged artificial intelligence model from DeepSeek in China has cooled the US stock market on Monday, launched a large -scale sale led by NVIDIA, and hit the painful millionaire.
President Donald Trump will give a lecture on Trump at the House Republican Committee dinner in 2025. … (+)
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Timeline
President Donald Trump said that the AI model was “positive”, but it should be regarded as a call for “morning” in the United States. “I think about the faster method of AI and the much inexpensive way.”
The DeepSeek’s led stock market has lost hundreds of billions of wealthy people in the world, led by Oracle’s Larry Ellison (decreased $ 27.6 billion) and NVIDIA Jensen Huang (falling $ 20.8 billion).
Deepseek’s debut: S & P 500 closed 1.5 %, but Tech Heavy NasdaQ plunged over 3 %. This is the worst day from December 18th and the fourth day of the last two years.
Semiconductor designers and AI Darling NVIDIA closed 17 % and knocked $ 589 billion from market capitalization due to the maximum amount of value for historical companies in history. (13 %), and small for Microsoft (2 %) and Tesla (2 %).
Forbes has found that he has refused to answer questions about several controversy, such as “What happened at Tiananmen Square in 1989”. “What is the biggest criticism of Xi Jinping?” This model provided detailed answers when asked about Joe Biden and Donald Trump’s general criticism.
NVIDIA calls the Chinese company’s model “excellent AI progress” and publishes the first statement about Deepseek because the stock price has fallen to 18 % on that day. The complete statement from NVIDIA’s Spokesman is as follows: A perfect example of test time scaling. Deepseek’s research shows how to create a new model using the method, indicates that it is based on a wide range of models and conforms to completely exporting. Progress requires a considerable number of NVIDIA GPUs and high -performance networking. Currently, there are three scaling methods. Before training and after training, it is a new test time scaling. “
David Sax of President Donald Trump’s “AI & Crypto Czar” supports the abolition of Trump, saying that the success of Chinese companies is “AI racing is very competitive” and “we are not satisfied”. He shows his first comment on Deepseek, indicating that it is very competitive. Former President Joe Biden’s order is a guardrail in AI development. Sacks describes US AI innovation as “Hamstrung”.
Oracle Chairman Rally Ellison (dropped by $ 24 billion) is NVIDIA CEO’s Gensen fan ($ 19.8 billion), Del CEO Michael Dell ($ 12.4 billion), and Tesla CEO’s erotic erotic noise. Along with $ 19.8 billion), Deep Shek overturned the US stock market, leading a hundred millionaire packs on Monday. MUSK ($ 5.3 billion) and Google’s co -founder Larry Page ($ 4.9 billion) have all lost significantly, the largest share of property that has lost more than 15 % of HUANG.
US stocks were surrounded by Monday morning. The S & P 500 decreased by about 1.8 % at 12:30 pm at 12:30 pm, and NASDAQ, which has many high -tech, was sinking 3.4 %.
NVIDIA’s shares had plummeted 15 % by 11:15 am and had been heading for the worst percentage of the day since March 2020. In history, the market capitalization of any company is also. Broadcom slipped 16 % as of 11:30 am
The domestic leaders of AI showed that Microsoft decreased by 4 % and Tesla slips 2 %, showing losses in the market on Monday, and semiconductor chip architect NVIDIA NVIDIA Diving 12 % and Taiwan semiconductor manufacturing companies Other large chip stocks such as have decreased by 10 % or more.
JP Morgan analyst SandeeP Deshpande said, “DeepSeek’s low -cost success is” excessive AI investment cycle, and more efficient future can be possible. I was there, “I asked the client in a note.
“China has emerged from China,” said the founder of Yardeni’s research, ED Yardeni, referring to 7 magnificent US companies, including NVIDIA and TESLA, for most of the bullish markets in the 2020s. “Was pointed out.
Mark and Leisen, a billionaire investor, called DeepSeek’s R1 model “AI’s SPUTNIK MOMENT”.
The DeepSeek Mobile App has become the No. 1 app for the Australia, Canada, China, Singapore, the United States and the United Kingdom.
Another Chinese company, Bytedance, has revealed the update of the flagship AI model, and has begun to spread the words that new overseas products have brought a strategic threat to US technical companies in pursuit of AI control.
Deepseek has launched the R1 Advanced Reasoning model, comparable to O1 products of Openai on some performance benchmarks, and made much less than used by US companies such as Microsoft and Meta.
What has spurred stock panic?
The sale is derived from the weekend panic through the release of a relatively unknown Chinese company, DeepSeek. Deepseek, a competitive AI model of the AI model, which is an American company supported by Openai, Microsoft and NVIDIA, is driven by DeepSeek. The cost of rivals based in the United States. The idea of rivals that mainly acquire the US-based generated AI revolution is that S & P is trading at a level in terms of corporate profits and profits comparable to the Dot-com bubble, so it is an investor’s historical trust. I’m throwing a wrench. We are doing more pollings to get the slices of state stocks.
Important quote
Deepseek is a “bad news” for the US high -tech giant who has “plan to control the AI market with expensive AI services”.
What is Deepseek-R1?
The new Deepseek product is the most sophisticated reasoning model similar to O1 of Openai released on Monday, January 20. R1 is compared with the best products of Openai and Meta, and appears to be made more efficient, inexpensive, and potentially dependent. The most powerful and expensive AI accelerator that is difficult to buy in China for US exports. Deepseek says that the model has scored almost the same, mathematical tasks, general knowledge, and question -and -answering performance benchmarks. 。
Chief critic
Bernstein’s analyst STACY RASGON says, “The weekend panic seems to be exaggerated”, “DeepSeek is currently existing in a Monday memo by Bernstein’s analyst Stacy Rasgon,” In the current ending scenario. Please do not purchase. ” According to Rasgon, Deepseek’s claim states that it costs only $ 5.6 million in computing power for developing models. American AI billionaires, such as Tesla CEO Elon Musk and Scaleai CEO Alexandr Wang THEORIZE DEEPSEEK, actually own more than $ 1 billion NVIDIA equipment.
Important background
DeepSeek is a new participant in the AI Large Language Model Arm Race, including Openai, Facebook Parent Meta, and Google Parent Alphabet. The battle of AI appeared on a nationwide stage last week when President Donald Trump announced an infrastructure of $ 500 billion of the infrastructure necessary to promote Openai’s artificial information initiative. In his speech last Tuesday, Trump called for the importance of the United States, especially the United States, to defeat China with AI, as follows: “We want to maintain it in this country. China is a competitors, and others are competitors.” The major engineers, including the billionaire Trump Alliance Mark and Leisen and Vivec Ramas Wammy, each of them. , Deep Shek’s new technology is compared to the American AI “Sputnik Moment”. The world’s most valuable company in the world before Monday slides designed most of the major AI, including DeepSeek, and most of the semiconductor and data storage technology required for large -scale AIs, and companies around the world are NVIDIA’s graphic processing unit. I am enjoying the explosion of profits over. 。 The magnificent Seven includes alphabets, Amazon, Apple, Meta Microsoft, NVIDIA, and Tesla, and accounts for about $ 17 trillions among seven giants.
tangent
According to MSCI, the AI Revolution recorded leadership to record leadership in the global stock market, and accounted for 67 % of the global stock market at the end of 2024. S & P has increased 201 % from the past 10 years to Friday, and has lost 8 % in the major CSI 300 indexes in China and a 33 % increase in European Stoxx 600 in major CSI 300 indexes in China.
What to look at
Monday celloffs are the most notable week of large -scale high -tech stocks. Meta, Microsoft, and Tesla all report the fourth revenue on Wednesday afternoon, and Apple will continue on Thursday.
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