Key takes
NVIDIA (NVDA) shares fell by nearly 6 % on Wednesday’s inside trading. This is a concern about the competitiveness of American AI companies and spending on emerging technology, and we hope to recover quickly from the loss at the beginning of the week.
The AI chip manufacturer’s shares were the largest withdrawal of S & P 500 and NASDAQ on Wednesday, leading the loss on the average industrial average. Broadcom (AVGO), Palantir (PLTR), and some other AI darling shares have also been lowered.
The rapidly increased popularity of apps from China’s startup Deepseek is executed by the AI model claimed, and can be executed equally as an American rival at one minute of cost, so NVIDIA and other US technical stocks. I sent it on Monday. Despite the short rebound in the Tuesday session, the high -techescator has developed a new AI model that can exceed the model of Deepseek, Openai, and Meta Platform (Meta). , Red on Wednesday.
The rapid rise of a low -cost model from a Chinese company that can compete with a company of a major American company has spurred the calculation in Wall Street, and the profits from Meta and Microsoft (MSFT) are spotlighted this night. Proof of AI investment, which is likely to be exposed to spots because of the high possibility of being exposed to the pressure, can cause AI investments to justify costs.
The analyst has been almost bullish in the outlook so far, and Morgan Stanley’s analysts have been told to clients that the advancement of Deekseek is “positive” for Microsoft and Meta, Meta. Suggests that they can implement them, suggesting that Microsoft’s Azure platform will benefit from the spread of the AI model. Consumer application.
Bank of American analyst told the client on Wednesday that it was regarded as “the moment of AI’s SPUTNIK.” NVIDIA, Broadcom, and other AI chip manufacturers.
They repeated the “Purchase” rating of NVIDIA’s shares and the $ 190al price goal, adding “recent sales as an opportunity to buy it.”
