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不止英伟达,DeepSeek“冲击波”还影响了哪些行业?

Not only NVIDIA, but which other Industries have been affected by DeepSeek's "Shockwave"?

cls.cn ·  Jan 29 05:29

① Tech stocks in the USA were not the only losers during the 'Black Monday' of the U.S. stock market; ② Over 1 trillion dollars in Market Cap disappeared, with stocks in the Electrical Utilities Sector, Energy, Datacenter, and others also experiencing a crash; ③ This was due to the fear triggered among U.S. investors by the launch of the DeepSeek R1 model by the startup in Hangzhou last weekend.

According to the Financial Association on January 29 (Editor: Zhou Ziyi), tech stocks in the U.S. were not the only losers during the 'Black Monday,' as stocks of Electrical Utilities and Energy companies benefiting from the AI boom also fell sharply.

The rise of China's AI large model DeepSeek was the main reason behind the sell-off in the U.S. stock market on Monday (January 27), not only were large tech stocks heavily impacted, but many lesser-known winners from the AI frenzy over the past year also plummeted.

After the startup in Hangzhou launched what is claimed to be a cheaper and more powerful AI tool, the DeepSeek R1 model, panic swept through U.S. investors. This chatbot challenged the notion that AI projects require large investments and energy, a belief that had helped propel the U.S. stock market significantly upward over the past two years.

As of Monday's close,$NVIDIA (NVDA.US)$the Market Cap loss reached 589 billion dollars, setting a record for US stocks, and over 1 trillion dollars in Market Cap has disappeared from the market, with the damage extending beyond the most popular Technology stocks.

Multiple sectors were affected.

Before the impact of DeepSeek on the U.S. stock market, U.S. mega-corporations had spent hundreds of billions on AI in recent years, which once triggered an investment revival in certain corners of the market.

Especially as people realized that new technologies required large amounts of energy resources and new infrastructure, stocks in those sectors also rebounded.

The construction boom of AI Datacenters has propelled the Utilities Sector to become the third best performing sector in the S&P 500 Index in the first half of 2024. In addition, Energy, Infrastructure, and Real Estate Stocks are also the "understated" winners of the AI revolution.

However, following the rise of DeepSeek last weekend, stocks in these sectors experienced a sell-off alongside Technology stocks on Monday, as investors began to question the necessity of massive capital expenditures to fund AI.

Among them, the Global X Datacenter and Digital Infrastructure ETF ($Global X Data Center & Digital Infrastructure ETF (DTCR.US)$) fell by about 3% on Monday and then dropped another 1% on Tuesday afternoon. The Fund is supported by investments in data centers and other Hardware infrastructure, and it increased by 16% in 2024.

Some top nuclear energy Stocks also experienced a major drop.$NuScale Power (SMR.US)$and $Vistra Energy (VST.US)$ The stock prices fell by 24% and 26% respectively, while the stock prices of these two companies increased by 493% and 262% in 2024. Before this, in$Microsoft (MSFT.US)$Encouraged by the signing of power generation agreements for nuclear power plants by technology giants such as,

Nuclear energy suppliers$Talen Energy (TLN.US)$and$Constellation Energy (CEG.US)$Also fell by 21% and 20% respectively; focusing on Electrical Utilities and Wind Power.$Quanta Services (PWR.US)$It has dropped nearly 19% since last Friday (January 2) close.

Additionally, since the market close last Friday, Digital Realty Trust has fallen by about 13%, making it the only Datacenter REIT traded on the New York Stock Exchange.

Editor/danial

The translation is provided by third-party software.


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