Nvidia股價暴跌，AI競爭加劇引發市場震盪
Nvidia經歷了自2020年3月以來最糟糕的交易日，週一股價暴跌近17%，市值蒸發約5890億美元。這次拋售是由中國初創公司DeepSeek發布的R1引發的，這是一款與美國科技巨頭如OpenAI和Google競爭的先進AI模型。DeepSeek聲稱其模型的開發成本僅為美國同行的一小部分，這引發了對美國公司大規模AI支出必要性的擔憂。
以科技股為主的納斯達克指數下跌超過3%，其他與AI相關的股票，包括Broadcom、AMD和台積電，也遭受了重大損失。能源股，如Vistra和Constellation Energy，原本因AI驅動的能源需求預期而飆升，同樣受到打擊。分析師們表達了不同的觀點，一些人認為這種反應過度，而另一些人則認為這可能會迫使美國公司專注於效率。Nvidia在一份聲明中承認DeepSeek是「優秀的AI進步」，同時對自己的技術保持信心。這次拋售引發了關於AI基礎設施和支出未來的廣泛辯論。
DeepSeek Panic Live Updates: Trump Calls AI Development ‘Positive’ Despite Tech Stock Plunge
The president spoke Monday afternoon about the new AI model that roiled the U.S. tech industry.
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Why Nvidia Stock Just Had Its Worst Day Since 2020
Shares of Nvidia tumbled Monday after the release of a sophisticated artificial intelligence model from a Chinese startup prompted a reckoning regardi
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NVDA, GOOGL, or META: Which “Strong Buy” Magnificent 7 Stock has the Highest Upside Potential? - TipRanks.com
The Magnificent 7 stocks: Alphabet ($GOOGL), Amazon ($AMZN), Apple ($AAPL), Meta Platforms ($META), Microsoft ($MSFT), Nvidia ($NVDA), and Tesla ($TSL
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What's Going On With NVIDIA Stock Friday? - NVIDIA (NASDAQ:NVDA)
NVIDIA shares are moving lower on Friday following soft guidance from Texas Instruments.
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Analysts Set Expectations for NVIDIA FY2025 Earnings
NVIDIA Co. (NASDAQ:NVDA - Free Report) - Cantor Fitzgerald issued their FY2025 EPS estimates for NVIDIA in a research note issued on Tuesday, Janua
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RTX (RTX) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
RTX (RTX) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expe
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S&P 500 Retreats After Hitting Fresh Records: Investor Sentiment Improves, But Fear & Greed Index Remains In 'Neutral' Zone - NVIDIA (NASDAQ:NVDA), Nucor (NYSE:NUE)
Market sentiment improved, but remained neutral on Friday. US stocks closed lower, with some tech stocks falling.
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Nvidia calls China’s DeepSeek R1 model ‘an excellent AI advancement’
Nvidia called DeepSeek's R1 model an excellent AI advancement, despite the Chinese startup's emergence causing the chip maker's stock price to plunge
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DeepSeek Billionaire Rout: Nvidia’s Huang And Oracle’s Ellison Lose Combined $48 Billion
Oracle chairman Larry Ellison and Nvidia CEO Jensen Huang lost tens of billions on paper as shares of their AI-focused companies suffered as DeepSeek
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Biggest Market Loss In History: Nvidia Stock Sheds Nearly $600 Billion As DeepSeek Shakes AI Darling
Nvidia lost more market value Monday than the total valuations of American stalwarts UnitedHealth, Costco and Bank of America.
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Tech stocks slump as China’s DeepSeek stokes fears over AI spending
Nvidia loses almost $600bn in market value on worries US groups are facing a ‘Sputnik moment’
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