异动解读 | DeepSeek新人工智能模型引发美股人工智能板块震荡,信息技术ETF-Vanguard(VGT)盘中大跌5.77%
异动解读01-28
周一,随着中国初创公司DeepSeek的新型人工智能模型在苹果应用商店的下载量超过了ChatGPT的下载量,这一消息令美国人工智能相关公司股价震荡。
其中,作为人工智能芯片制造商的英伟达(NVDA)遭遇了大规模抛售,股价当日暴跌近17%。持有该公司大量股票的杠杆ETF就更是承受巨大压力,像是GraniteShares的2倍英伟达杠杆ETF(NVDL)更是下跌了32.5%。
而作为一只主要投资信息技术股的ETF,Vanguard信息技术ETF(VGT)虽然没有直接持有DeepSeek或ChatGPT等人工智能公司的股票,但英伟达是其第二大持仓成分股、占投资组合近15%,所以在盘中也出现了5.77%的大幅下跌,与人工智能板块的动荡息息相关。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.