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Nervøst aktiemarked: Nvidia ned 12% i formarked, frygt for ny AI konkurrent>DeepSeep

Morten W. Langer

mandag 27. januar 2025 kl. 11:45

Chefredaktøren har ordet – Hvis Nvidia er temperaturmåler for globale aktier?

uddrag fra Bloomberg

Nvidia Corp. plunged 8.3% in early US trading, and ASML Holding NV sank 9%, the biggest selloff since October. Stocks markets around the world were in the red, with S&P 500 futures falling 2% and Europe’s Stoxx 600 down 0.7%. The dollar index advanced, while Bitcoin fell below $100,000.

The buzz over DeepSeek emerged over the weekend, with tech analysts saying the company’s AI model provides comparable performance to the world’s best chatbots at a fraction of the price. For stock traders, it draws into question the sky-high valuations for AI-related stocks and Silicon Valley’s business model of massive research and development spending.

“This very one-way positioning into mega-cap tech in the US is becoming very risky,” Citigroup strategist Beata Manthey said on Bloomberg Television. “The market is priced for perfection, it needs to deliver perfection.”

DeepSeek Rattles Silicon Valley With Lower-Cost AI Model: Q&A

Traders also said President Donald Trump’s spat over the weekend with Colombia added to the bearish mood in the market. Trump had announced sweeping tariffs on the country and then abruptly changed course after reaching a deal on the return of deported migrants.

The Mexican peso and South African rand led losses among emerging-market currencies as the dollar strengthened versus most of its major peers. Treasuries advanced, lowering the 10-year yield by seven basis points to 4.55%.

“The incident again shows that tariffs are a negotiating tool, but markets need to price in some premium for the volatility that such announcements will bring,” wrote Mohit Kumar, a strategist at Jefferies International Ltd.

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