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净买入5.62亿美元!散户创纪录逆势买入英伟达

Net buying of 0.562 billion USD! Retail investors made record purchases of NVIDIA against the trend.

FX168 ·  Jan 29 01:08

Despite the heavy blow from the rise of China's AI company DeepSeek, $NVIDIA (NVDA.US)$the company's stock price plummeted, and its Market Cap evaporated by about 600 billion USD, but retail investors went against the trend and bought a large number of this chip giant's Stocks, with NVIDIA rebounding significantly on January 28, closing up nearly 9%.

According to data from Vanda Research, on that day, retail investors net bought over 0.562 billion USD of NVIDIA Stocks, setting a record for the highest single-day net Inflow. This sharply contrasts with the selling by Institutions.

Recently, amid the market turmoil, NVIDIA's stock price fell nearly 17% in a single day, marking the largest drop since the outbreak of the COVID-19 pandemic in March 2020.

The trigger for the stock price plunge was the news that a Chinese startup, DeepSeek, had developed a more cost-effective and efficient AI model that outperformed Western competitors like OpenAI. This breakthrough led the market to question the USA's leading position in the AI field, with some even comparing it to the AI sector's 'Sputnik moment.'

Nevertheless, retail investors remain bullish on NVIDIA. Technology manager Nirav Patel is one of the buyers, believing that although DeepSeek has reduced development costs, the widespread adoption of AI models will drive demand growth, thus requiring more computing power and NVIDIA chips.

He stated, 'As the adoption rate of AI models increases, the demand for computing power will grow significantly, and this relies on NVIDIA's technical support.'

This retail investor frenzy brings to mind the 'meme stocks' craze during the pandemic. At that time, retail investors stirred up sensational buying on Community platforms like WallStreetBets, driving up the$GameStop (GME.US)$stock prices of GameStop and AMC. However, with a Market Cap of nearly 3 trillion USD, NVIDIA as a major Technology giant far exceeds the targets of the 'Small Cap' stocks of that year. Even so, retail investors are still showing enthusiasm on social platforms.

According to data from Quiver Quantitative, NVIDIA has become the most mentioned stock on WallStreetBets in the past 24 hours, with discussion volume surging by 175%.

A$Reddit (RDDT.US)$user posted a photo of their holdings in NVIDIA stocks and wrote, "We trust Jensen Huang."

Another user stated that the market reaction is excessive, calling the decline a "short-term panic that does not consider the big picture."

Despite the market's volatility, the firm support from retail investors for NVIDIA provides another layer of confidence for its future development, and allows people to witness another "counteroffensive" by retail investors in the Capital Markets.

Editor/danial

The translation is provided by third-party software.


The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
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