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Asian technology shares fell on Monday after concerns about the global artificial intelligence investment and the impact of the Chinese company Deepseek.
Disco Corp and Advantest, a NVIDIA partner, decreased by 2.9 percent and 8.1 percent, respectively, while the leading SMIC in China decreased by 2.5 percent. Trading overnight in the United States indicated that Ai Belweether Nvidia was about to open up on Friday.
The decline comes at the time when the markets were exposed to the unexpected progress by Deepseek, which was released last week R1 – a competitor to the Openai Chatgpt model – suspicion of the huge Cilley Valley Capex and the American technical edge sustainability in artificial intelligence.
Mark Anderson wrote on the social networking site on the social media site X, and its comparison with the call to wake up for the success of the Soviet Union in the first satellite position on the social media site X, and its comparison with the call to wake up for the success of the Soviet Union in the first satellite position in orbit.
Deepseek hit the top of the U.S. App Store downloading on Monday. The small startup company claimed that it adopts competitive models on a protected budget, causing the industry to be wondering whether it was necessary to pour tens of billions of dollars in building artificial intelligence chips for training in the Great Language Model.
“It seems that there is little reality in which China was not sitting in lethargy, even with this tariff and investment restrictions on technology companies,” said Metol Kuticha, president of EM Macro and FX in Barclays.
“The fact that they are able to achieve advanced technology, surprised many people. It seems that this is what leads the shift in feelings today.”
The Hang Kong Index in Hong Kong rose by 1.1 percent by midday on Monday, as Chinese technology companies listed in the region, including Tinsight and Albaba. China IFLYTEK Company increased 2.4 percent.
Traders in Tokyo said that the sale of Monday has focused tightly on stocks such as Tokyo Electron and Fujikura, which has risen in recent months due to its high exposure to investment of artificial intelligence.
One of the sudden managers of the sudden decrease in the shares of Japanese technology, adding that the market was adjusting the idea that devising devices on artificial intelligence-a topic that benefited from some Japanese companies-“it is certain.” Much less than current estimates.
Furukawa Electric, which makes wire cables for data centers, has seen special gains in particular since November, but their shares have declined by more than 9 percent on Monday, making it the largest percentage in the average Nikkei 225.
A merchant in one of the largest brokerage firms in Japan said it was difficult to determine the time when the pain would continue, and whether the beginning of the sale process was.
The person said that Tokyo’s markets were expected to follow when the latter opens later in the day. year.
Others have pointed out that the sales in the shares of large Japanese technology was leading to a wider direction in Japanese stocks. Topix rose on Monday morning, as the market reaction was 0.25 percent of the Bank of Japan.
The shares rose in the three largest banks in Japan – MUFG, SMFG and Mizuho – about 2 percent of expectations that increasing interest rates will lead to stronger local profits.
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2025-01-27 05:03:00
#Asia #tech #stocks #fall #DeepSeek #sows #doubts #spending