On January 29th, the official website of DeepSeek revealed that its online service was subject to a large-scale malicious attack. According to experts, the Internet Protocol Address of the cyber attack on DeepSeek was located in the United States.
JPMorgan sees little impact on bond markets from the $1,000bn loss of equity market value triggered by DeepSeek on Monday, although fears of a broad rise in volatility could have a negative impact on credit spreads. Despite the falls in equities, spreads on high-rated bonds widened by an average of 1 basis point and the CDX investment-grade bond index widened by 0.7 basis point. JPMorgan credit strategists such as Eric Beinstein and Nathaniel Rosenbaum wrote in a note that "this is a logical out...
On January 28th, industry experts judged that DeepSeek's breaking circle may accelerate fund managers to reduce their positions in US stock chips. As of the end of December 2024, Nvidia alone had more than 60 QDII holdings, but there were also many QDII funds that began to clear US stock chip stocks and turned the sold position funds to the class A share technology track. Many fund companies also predict that class A shares may experience a spring offensive led by technology stocks after the fes...
DeepSeek remains at the top of the App Store charts, according to a daily market watch from QCP Capital. Its latest AI version reverberated across Wall Street and risk asset markets yesterday, with the Nasdaq falling 3% and NVIDIA plummeting to a staggering 17%. The AI frenzy of 2024 has pushed Nasdaq's valuation to unsustainable levels, with a price-to-earnings ratio approaching 2% when trading...
On January 28th, the picture shows the global rich list, due to the impact of Chinese artificial intelligence startup DeepSeek on US stocks, a number of technology stocks plummeted overnight, Silicon Valley rich people shrunk, Oracle Chairperson Ellison fell by $27.60 billion, former Microsoft executive Steve Ballmer lost $2.10 billion, and Nvidia CEO Huang Renxun lost about $20 billion.