(Delete “E” that has nothing to do in paragraph 10)
Singapore (Reuters) -Monday, Nasdaq’s futures plummeted and Japanese technology stocks fell because the increasing popularity of China’s discount artificial intelligence model shakes investors’ huge demand for artificial intelligence profitability and the industry’s huge demand for high -tech chips for high -tech chips. confidence.
As of the early European market, the Nasdaq 100 index futures fell 2.6%, the S & P 500 index futures fell 1.4%, and NVIDIA supplier Advantest’s stock price fell 8.5%in Tokyo.
In the early European trading, the stock price of Frankfurt’s market listed on the market fell about 7%, while Tesla, Amazon and Meta’s stock price fell more than 2%.
The start -up company Deepseek launched a free assistant, which is said to have a lower cost of chip and less data, which seems to challenge the general bet in the financial market, that is, artificial intelligence will drive from chip manufacturers to data Requirements for the supply chain of the center.
Wong KOK HOONG, director of the sales transaction of Bank of Malayan Bank, said: “This is a crowded transaction, and now Deepseek is providing a reason for investors and traders.” Falling more than 8%, it is expected that the largest single -day decline since September 30. Essence
TOKYO ELECTRON fell 5%.
The technology stock market in Taiwan and South Korea is closed.
European technology stocks, especially the Dutch computer chip equipment manufacturer ASML (customers include Taiwan TSMC, Intel, and Samsung), may face pressure at the opening of the market.
Since the beginning of 2024, Nvidia’s stock price in the field of artificial intelligence has risen by 196%, and 35% of Nasdaq has risen.
There is a problem with capital expenditure
People know very little about the small Hangzhou small startup behind DeepSeek, but their assistants surpass the competitors ChatGPT on Monday, becoming the highest free app on the American Apple App Store.
Researchers Deepseek wrote in the paper last month that the DeepSeek-V3 model launched on January 10 was trained using NVIDIA H800 chips, which cost less than $ 6 million.
H800 chip is not top -level. They were originally developed as a product that reduced performance. It aims to avoid sales restrictions on China and was subsequently banned by US sanctions.
In addition to the chip, the data center and related companies were also hit on Monday. Malaysia’s public business group Yang Zhongli Electric Power (YTL Power) fell 7%in the stock price of Kuala Lumpur, down to the lowest level in two months.
Nick Ferres, Chief Investment, Singapore Vantage Point asset management company, said: “The market is questioning the capital expenditure of major technology companies.” He pointed out that parts have become crowded.
