亞太股市

Asia tech stocks fall as DeepSeek sows doubts about AI spending

Chinese start-up’s budget model raises questions about the need for huge western hardware investment

Asian technology stocks fell on Monday following concerns over global artificial intelligence investment and the impact of Chinese start-up DeepSeek.

Japanese chip companies Disco Corp and Advantest, an Nvidia partner, were down 2.6 per cent and 8.8 per cent respectively, while China’s leading chipmaker SMIC declined 2.9 per cent. Overnight trading in the US indicated that AI bellwether Nvidia was poised to open down on its Friday close.

The declines come as markets digested the unexpected advances by DeepSeek, which last week released its R1 — a rival to OpenAI’s ChatGPT generative AI model — casting doubt on Silicon Valley’s hefty AI capex spending and the sustainability of the US technical edge in artificial intelligence. 

您已閱讀21%(733字),剩餘79%(2719字)包含更多重要資訊,訂閱以繼續探索完整內容,並享受更多專屬服務。
版權聲明:本文版權歸FT中文網所有,未經允許任何單位或個人不得轉載,複製或以任何其他方式使用本文全部或部分,侵權必究。
設置字型大小×
最小
較小
默認
較大
最大
分享×