值得注意的是，中国AI初创企业DeepSeek的低成本方案重新点燃了市场对于美国大型企业在AI开发上投入过多资金的担忧。而英伟达一直是AI领域支出激增的最大受益者，因为其设计的半导体产品被广泛应用于AI技术中。
In January, the US stock market faced many major events, including Trump's official inauguration, China's AI model DeepSeek making a breakthrough impacting the US stock market, and the Federal Reserve remaining steady in its first appearance of the new year.
As February approaches, many significant events will continue to occur in the US stock market:
Among them, the performance of Technology stocks is about to conclude: $Alphabet-C (GOOG.US)$ 、 $Amazon (AMZN.US)$、 $NVIDIA (NVDA.US)$ Performance is coming in one after another, and NVIDIA may guide the USA stock market toward the next direction.
It is worth noting that China’s AI startup DeepSeek's low-cost solution has reignited concerns about the excessive funding that large American companies are investing in AI development. NVIDIA has been the biggest beneficiary of the surge in spending in the AI field, as its designed semiconductor products are widely used in AI technologies.
Market analysis suggests that there are two reasons for the lack of a significant rebound in NVIDIA's stock price after its steep decline: first, many investors are worried that American tech giants are making massive investments in AI, but profits are not keeping up; second, Microsoft and Meta have both emphasized the importance of inference, while NVIDIA's GPU chips are mainly used for training.
Therefore, the upcoming performance report from NVIDIA becomes crucial, and the market is also looking forward to statements from executives like Jensen Huang during the conference call.
February 17: The USA stock market will be closed for one day due to Washington's birthday.
February 20: The Federal Reserve will release the minutes of the January monetary policy meeting.
A series of important data will be disclosed, including January non-farm payroll data, CPI data, PPI data, and PCE data.
Get a sneak peek at important financial events, discover investment opportunities early! Open futubull> Market> USA Stock>Financial Calendar/Selected macroeconomic data, seize the investment opportunities first!
Editor/Somer
Comment(0)
Reason For Report