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NVIDIA's shares decreased on Wednesday despite the powerful income from the Dutch Group ASML, despite the rebound from European and Asian chip manufacturers.
The US chip manufacturer decreased by 5 % in New York and rebounded nearly 9 % in the previous session. Following the rapid sale on Monday, it wiped out nearly $ 600 million from the release of a proportions models from a Chinese emerging company Deepseek.
This week, the decrease on Wednesday, despite the fact that retail investors have been plowing more than $ 900 million in NVIDIA shares. The S & P 500 index decreased by 0.3 %, and the NASDAQ composite decreased by 0.7 %.
ASML's shares, one of Europe's largest high -tech companies, increased by 6.1 % in Amsterdam, because the highest executive officer Christ hook welcomed the appearance of deep -sequts as a “good news” for the semiconductor industry.
Another chip stock ASM has risen by 3.7 %, and the Stoxx Europe 600 technology index has increased by 2.9 %. Stoxx Europe 600 benchmark has increased 0.6 %.
“In order to have AI everywhere, we need to see a major advances in cost and energy consumption,” said Fouquet, which needs much less chips to build by the artificial intelligence model. Openai.
Investors are trying to grasp the impact on the promised market of Deep Shek, developing AI tools in just a few US rivals, which have been called the “Sputnik moment.”
However, analysts say that the sale on Monday has worsened due to the size of the earlier investor's earnings on NVIDIA, the main beneficiaries of the AI boom in the market.
“What happened on Monday was an extreme overreaction, which was amplified by extreme positioning,” said Ellis Galoo, a global investor in the Bank of America.
He pointed out the crowded position of the global high -tech stock heading for President Donald Trump's inauguration, and prior to this week's meta and high -tech bells.
“I saw many purchases yesterday, including retail investors who support today's market,” added.
The increase in ASML shares has occurred after reporting a stronger order than expected of the most advanced chip making devices.
Fouquet predicted that there will be a deeper sequence shock in the next few months or several years. “I can't have an industry with this opportunity unless the main players are challenged,” he said. “I don't think we can define who wins today in 2030.”
He stated that newcomers such as DeepSeek will accelerate technology deployment.
“Everyone who reduces cost is a good news for us,” said Fouke. “Low cost means that AI can be used in more applications, so the more applications, the more chips are, and we are doing business to provide equipment to people who make chips. “
Earlier, Japan's high -tech Nikkai 225 was supported by semiconductor stocks and AI investor SoftBank rebounds and closed 1 % by 1 %.
Goldman Sachs's Asian Market Analyst wrote a note on Tuesday night that “excessive high quality stocks can also provide investment opportunities” and wrote that “strong companies will be stronger.” 。
In Tokyo, NVIDIA suppliers' ADVANTEST closed 4.4 %, and TOKYO ELECTRON, a semiconductor company, increased by 2.3 %. SoftBank has ended a day with 2.4 % increase.
However, analysts warned that investors have not yet completely canceled the fall of Panic on Monday due to the meaning of heavy AI investment under US technology in light of Deepseek's release.
“There was no rebound like” Oh, there was nothing. ” Mitur Koteca, the head of the Foreign Foreign Exchange Strategy, states:
