How do analysts explain the 'DeepSeek' effect on US technology companies?

Deepseek caused a tremor in global technology markets on Monday, because of the advanced model that is comparable to what giant US businesses have produced, but at a lower cost, which has doubted the dominance of the United States of this sector and the high judgments of the shares of its largest technological enterprises. The biggest losers were the share of ‘Invidia’, the largest company in the world, as it fell by 18%, leading to the loss of about $ 560 billion in its market value, which became the largest decline in the part of the company with one day in the history of the US stock market. The US technology giants were among the 8 of the ten largest daily declines for the market value at the “S & P500” index, which fell 2.3%. Within one day, the emerging Chinese enterprise became the modern world, as it gave another look at the prevailing belief that the future of the development of artificial intelligence will require increasing amounts of electricity and energy, and that the cost of developing reaches billions of dollars. The company and its major impact on the markets were the subject of a special episode on the Al -Sharq channel, with the participation of analysts and experts. China is better? Robert Savage, head of the market strategy at Bank of New York, believes that what happened on Monday confirms that China has come closer to the superiority of the United States in artificial intelligence. Deep Seck is a Chinese emerging company established by Liang and Neng, head of the quantitative hedge fund, which depends on the Hi-Flyer. The company developed Open Source Artificial Intelligence models, and the application of the same name reached the top of the loading lists on the “Apple” store in the United States after the beginning of January. Also read: What is the Chinese “Deepseek” and why are the giants of artificial intelligence concerned? Savge believes that China is equal to others and is working to spend money and time on technology efforts, but he questions the cost of the chat robot, and indicates that there may be the government’s support for it, after some reports indicated that the cost of this model amounted to about $ 6 million, while US technology businesses invested billions of dollars to develop their models. With the reconsideration of investment strategies, most of the shares of technology companies in America were affected, and ‘Invidia’ has led major sales sales, following the fear of the tremendous spending of these businesses that exacerbated this technology. This concern is asking a question about the future of its investment strategies, and the possibility of reviewing them based on the review of growth expectations. Yochmel Clement, a strategic investment and stock analyst at Liberum, said that what happened on Monday imposes a re -evaluation of long -term growth forecasts of investment in artificial intelligence. Clenemat saw that the biggest loser of what happened was companies such as “Invidia” and “Oracle” that developed the infrastructure of artificial intelligence, and it is expected to appear during the results during the current week, as it can adjust the growth expectations, which will lead to a revival price in the direction of the reduction. Analysts expect the sale wave of the shares of companies associated with artificial intelligence to continue in the coming weeks, but companies such as “Oracle”, “Amazon” and “Microsov” may not lose much as they are able to focus on other products, such as selling clouds for mini -slinguist chips, according to the clamp. The feasibility of major investments has always been invested in technology companies in the US billions of dollars to provide the necessary artificial intelligence infrastructure, but the ‘deeply ill’ model has mixed papers. “What happened on Monday caused anxiety among investors about the investments made by the technological sector, and led to questions about interest and feasibility of billions of dollars to achieve artificial intelligence models that could be developed by a few millions,” says Irene Tonkel, the BCA research. The Chinese “Deep Cick” was established in 2023 with a capital of 10 million yuan (about $ 1.4 million). The company says the cost of training its artificial intelligence model is $ 5.6 million, but this number is much lower than the amounts spent by some US businesses to develop their models, ranging from $ 100 million to one billion dollars. The tremor in the US market discussed the judgments of the shares of technological enterprises, and Tonkel indicates in this context that “its evaluation was ideal based on expectations, but the sector today sees more competition, which is naturally in the technology link.” Also read: America crooked the ambitions of China in artificial intelligence with new restrictions that violate the launch of China for the “Deep Seck” model. The prevailing notion that artificial intelligence technology in China is out of the United States years later, and also arouses doubt on the commercial restrictions imposed by Washington, which aimed to prevent China from obtaining the most advanced discs needed to develop artificial intelligence, despite the fact that the Deep SIKModel with technology is easy to access. Futurum research director Nick Pescins believes that the US restrictions imposed by China have led her to train these models and provide it as an alternative to US technology. But he does not believe that it will affect US companies and force them to withdraw their planned investments. The effect on currencies was not limited to US stock market and technology companies, as a number of currencies were influenced by what happened in the market, as a boom in the Japanese yen and Swiss franc was recorded. Kamal Sharma, a strategic analyst at Bank of Africa, explains that investors are trying to avoid risks in the technological sector by increasing the purchase of safe havenure. With regard to the possibility of drawing the US federal attention, Sharma believes the federal “will look at what is going on, but without having the in -depth concerns,” we add: “In the event that the effect remains hedged, we can look forward to a response other than the federal.” The negative impact of the encrypted currency market, as more than 5%has decreased “Bitcoin”, and traded below $ 100 thousand dollars. Ilan Solot, a first strategic analyst for markets in Marex Solutions, indicates that some cryptocurrencies are falling normal, because of their connection with the development of technology companies, in addition to fluctuations that are a feature of these currencies. The reluctance to expand risks to different categories of assets, as the returns of the US Treasury bonds have dropped to their lowest levels within 3 weeks, and the US dollar index has recorded the lowest level since mid -December.