딥시크 강타, 거품 붕괴 신호탄 되나?

China's DeepSeek and why it's freaking out the world, particularly Silicon Valley AI giants.
The AI startup has come in from behind , released AI models comparable to the best & captured developers' attention @vladsavov @newley @business @technology https://t.co/qsayrb0iYB#AI pic.twitter.com/QbJHAuM93D

— Saritha Rai (@SarithaRai) January 27, 2025

 

#Nvidia plunges >10% in premarket trading as China's DeepSeek triggers global tech sell-off. DeepSeek launched a free, open-source large-language model in late December, claiming it was developed in just two months at a cost of under $6 million. https://t.co/H8qLiGrRdB pic.twitter.com/Mv4NiEJcVj

— Holger Zschaepitz (@Schuldensuehner) January 27, 2025

 

DeepSeek Buzz Puts Tech Stocks on Track for $1 Trillion Wipeout

More 👇🏼https://t.co/xtcosYbKlP

From last week's India Edition 👇🏼https://t.co/fXKWXKFsDL pic.twitter.com/DrcsiBQRpF

— menaka doshi (@menakadoshi) January 27, 2025

 

👀 NVIDIA lost $500 billion of market value in a single day because of DeepSeek. https://t.co/2Kjn4heOk5 💰

— Windows Central (@WindowsCentral) January 27, 2025

 

Exchange-traded fund investors who placed record bets on the US technology space last week are getting crushed Monday as anxiety over competition from Chinese startup DeepSeek hits tech stocks hard.

Bloomberg's Emily Graffeo has more https://t.co/RfeqwxY9dA pic.twitter.com/qncpTrk5Q5

— Bloomberg TV (@BloombergTV) January 27, 2025

 

미 증시 시가총액 1위이자 AI 선두기업 엔비디아(NVIDIA)의 시총이 6천127억 달러(880조 3천273억 원) '증발'했고 딥시크 쇼크에 필라델피아 반도체 지수는 9.15%가 하락하며 붕괴가 됐습니다. 나스닥 충격 뉴스는 시장에 노이즈를 만들 것이고 딥시크가 더 홍보될 것입니다.

 

Chinese startup DeepSeek has sent shockwaves through tech stocks after it unveiled an AI assistant comparable to US peers but costing much less to develop: Here’s your Evening Briefing. https://t.co/fctK2AgyfJ

— Bloomberg Asia (@BloombergAsia) January 27, 2025

 

How Howard Marks looks for a market bubble https://t.co/CkTtBMHQRV

— Bloomberg Markets (@markets) January 27, 2025

 

New Video:

5 Lessons From Howard Marks...https://t.co/VuLoMAbFDu

— Charlie Bilello (@charliebilello) January 23, 2025

 

Latest iPhone SE 4 Dummy Images Back Up Display Notch Rumors https://t.co/Eap1U0oOru pic.twitter.com/xDP9K2FbD8

— MacRumors.com (@MacRumors) January 27, 2025

 

딥시크가 엔비디아 등 나스닥 기술주 거품('가격 경쟁력')에 경종을 울린 가운데 29일부터 금리동결 전망이 확실시 되고 있는 1월 FOMC와 25bp 금리인하가 예상되고 있는 ECB 통화정책 회의가 시작되고 연이어 '테슬라'(TSLA), MS, Meta, ASML, AMD, 애플 실적 발표 및 BOJ 통화정책회의 의사록이 공개될 예정입니다.

 

The sudden emergence of DeepSeek calls into question the underpinnings of the rally that’s added $15 trillion to the value of Nasdaq 100 companies in two years https://t.co/gb0YP4IXY6

— Bloomberg Economics (@economics) January 27, 2025

 

"So particularly on this news today, I think the question has been what the growth trajectory of the company will be in the future," Katam Hill CIO Adam Gold discusses the DeepSeek tech selloff and its implication on Nvidia https://t.co/SPjoZoJA7s pic.twitter.com/XszBTt6o4t

— Bloomberg TV (@BloombergTV) January 27, 2025

 

DeepSeek spooks American tech industry as it tops the Apple App Store https://t.co/MlzhTEeX7e

— Ars Technica (@arstechnica) January 27, 2025

 

China’s central bank injected a record amount of cash into the financial system via a new tool in January, delaying more high-profile policy easing as it prioritizes stabilizing the yuan https://t.co/KdhLzXAPUX

— Bloomberg Economics (@economics) January 27, 2025

 

 

WSJ에 따르면 '트럼프'는 이르면 토요일(2월 1일)부터 예고했던 데로 미국 자동차 부품의 약 50%와 안전벨트, 에어백과 같은 부품의 80%를 수입하고 있는 캐나다, 멕시코에 25% 관세를 부과할 예정으로 전해졌습니다. 미국 자동차 가격 상승은 불가피한데 임기 중 '강달러'를 예고한 '트럼프'가 전기차 세액공지와 FEME를 폐지했으니 올해 하락 주의 종목으로 선정된 '테슬라' 실적에 영향을 줄 것입니다.

 

The news that DeepSeek can build AI that’s just as good as ChatGPT, at a fraction of the cost, has Wall Street and Silicon Valley in panic mode.

US tech giants are no longer the guaranteed winners in the AI race, says @parmy. And it’s their own fault 🎥 pic.twitter.com/Cy6M7m64hC

— Bloomberg Opinion (@opinion) January 27, 2025

 

Nvidia Corp says the DeepSeek AI model is an “excellent AI advancement” that complies with US technology export controls https://t.co/rbC95zC06G

— Bloomberg (@business) January 27, 2025

 

Nvidia said in an email statement that DeepSeek is an "excellent AI advancement," and that it still needed a significant number of its GPUs.

Follow our live blog for the latest updates on Nvidia's $560 billion DeepSeek rout: https://t.co/DsETH6lTrV pic.twitter.com/VSMLih6RAt

— Bloomberg Technology (@technology) January 27, 2025

 

"This whole issue of DeepSeek, we don't know exactly whether someone violated our export controls to China or not," says Former Rep. Ken Buck of Colorado on why the Chinese AI startup should be a cause of concern for the the US and its allies https://t.co/vKPxzISXqD pic.twitter.com/CF8aa2ULNG

— Bloomberg TV (@BloombergTV) January 27, 2025

 

Perplexity submits a new bid for TikTok https://t.co/eBx3hT28Db

— TechCrunch (@TechCrunch) January 26, 2025

 

 

바이든 행정부 당시 엔비디아, AI 빅테크 기업들의 불만이 중국 규제였죠. AI 붐이 일면서 그 규제가 가져온 희소성으로 중국에선 밀수가 성행했고 가격에 거품이 생겼는데 '트럼프'는 전기차 가격 낮추라는데 이어 조 바이든 전 대통령의 2023년 AI 규제 행정명령을 '철회'했습니다.

 

New Tesla Model Y vs Old Model Y - which do you prefer? https://t.co/HoC6acCZAL by @fredericlambert

— Electrek.co (@ElectrekCo) January 27, 2025

 

Tesla's future under President Trump: Weigh AI potential against slowing EV demand https://t.co/4CfNLXCtZv by @SeanaNSmith

— Yahoo Finance (@YahooFinance) January 27, 2025

 

DeepSeek Billionaire Rout: Nvidia’s Huang And Oracle’s Ellison Lose Combined $50 Billion https://t.co/a3UgNhNmbd pic.twitter.com/3AlhDGH7LY

— Forbes (@Forbes) January 27, 2025

 

 

'테슬라'의 전 세계 출하량 약 50%를 중국 상하이 기가팩토리에서 생산 중이며 슈퍼 차저에 중국산 LFP 배터리를 쓰고 있는 친중인사 '일론 머스크'는 '트럼프'가 소프트뱅크(-10.80%), OpenAI, 오라클(-11.51%)이 참여한 스타게이트에 욕을 해댔는데 AI 가격이 빠지면 "전기차 기업이 아니라 'AI기업'이다."는 친중 '테슬라' 생산 단가에 도움이 됩니다.

 

Chinese AI startup DeepSeek is freaking out Silicon Valley, causing US and European tech stocks to tumble@TomMackenzieTV explains why https://t.co/jCpNrC1LZz pic.twitter.com/qUpx55eLug

— Bloomberg (@business) January 27, 2025

 

U.S. Futures Slide As Buzz Over Chinese AI Startup DeepSeek Triggers Concernshttps://t.co/zShFpWJi9E pic.twitter.com/GoAsCBpiof

— Forbes (@Forbes) January 27, 2025

 

Tesla goes after EU for tariffs on its Chinese EVs despite getting lowest rates https://t.co/AE4nen7EXE by @fredericlambert

— Electrek.co (@ElectrekCo) January 27, 2025

 

A Polish government minister called for a boycott of Tesla vehicles after Elon Musk said there was “too much focus on past guilt” in an apparent reference to Germany’s wartime atrocities under the Nazis https://t.co/gY8N2co1Po

— Bloomberg Economics (@economics) January 27, 2025

 

The US and China's AI race began a new chapter today, with DeepSeek pushing Nvidia to the biggest rout in American market history. With no big tech stocks, the UK watched from the sidelines. Get The Readout with @AllegraStratton https://t.co/ILZjmhmuUC

— Bloomberg UK (@BloombergUK) January 27, 2025

 

 

'트럼프' 행정부의 'AI·가상화폐' 정책을 총괄하는 데이비드 색스는 "딥시크 R1은 AI 경쟁이 매우 치열할 것이며 규제를 폐지한 '트럼프'의 결정이 옳았음을 보여준다"라고 주장했습니다. 사람 죽인 '테슬라'는 중국과 가격도 '기술'도 경쟁이 '안 되고' 있죠. 골드만삭스는 매수 추전 종목으로 '우버'와 '클라우드' 기반 소프트웨어를 제공하는 빌홀딩스와 IBM을 추전했습니다.

 

Has Trump lowered the price of groceries? No. Instead, he's focused on renaming the Gulf of Mexico.

Today, my colleagues and I gave him a list of things he could do right now to start to lower the prices of eggs. https://t.co/dbbXa0Asaw

— Elizabeth Warren (@SenWarren) January 27, 2025

 

Fewer US existing homes were sold in 2024 than any year since 1995.

Video: https://t.co/uPV9Sw7X0J pic.twitter.com/PBVWBz0p1f

— Charlie Bilello (@charliebilello) January 27, 2025

 

Sales of new US homes ended 2024 on a high note in December as customers took advantage of incentives from builders, leading to a second straight year of increased purchases. https://t.co/r8YhkYgrxt

— Bloomberg Economics (@economics) January 27, 2025

 

Does Nvidia’s DeepSeek-fueled thrashing prove that Big Tech has poured too much cash into AI?

🎙️ Join columnists @JonathanJLevin, @parmy, @DaveLeeBBG and @johnauthers for a Live Q&A: Tuesday, 11:00 a.m. EST: https://t.co/GWdL1Wie1M pic.twitter.com/clBsCjhaSE

— Bloomberg Opinion (@opinion) January 27, 2025

 

 

더 암울한 건 식량 가격은 상방이고 올해 인플레이션은 오를 것으로 예상되며 월가 IB, 이코노미스트 대다수가 한결 같이 이미 금리인하 횟수를 4회에서 2회로 축소한 연방준비제도(Fed·연준)의 금리인하에 부정적이라고 말을 해도 관세를 걷어 감세(구축효과)를 하겠다며 이민법을 강행하고 있는 '트럼프'의 정책입니다.

 

▲'채권'과 '달러' 투자의 '정석'(定石)으로 '금리·환율' 재앙이 언론사 명예훼손 고발로 '돈 뜯어'낸 '새 대가리'(birdbrain) 공화당 '성폭행범' '중국' '관세'맨 ★'트럼프'★'탄핵'과  '주댕이'를 가만 두질 않는 '미국'판 김건희, '친중' '테슬라'(TSLA) 증권 사기꾼 ★'일론 머스크'★ 감옥 운동 중입니다.▲

 

▲ '블로그'의 모든 글은 저작권법의 보호를 받습니다. 어떠한 '상업적인 이용'도 허가하지 않으며, 이용('불펌') 허락을 하지 '않습니다'.

▲ 사전협의 없이 본 콘텐츠 무단 도용, 전재 및 복제, 배포를 금합니다. 이를 어길 시 '민, 형사상' '책임'을 질 수 있습니다.