The Nasdaq leads the rebound on Wall Street after Depseek's shaking

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By TP


Wall Street has bounced this Tuesday (Dow Jones:+0.31%; S&P500:+0.92%; Nasdaq:+2.03%) After Monday's falls by the Fear of China in the emergence of Depseek. The Nasdaq has led the rebound, after being the most harmed index yesterday. This, as investors prepare to know the Results of the 'Big Tech' at a time when the high expense of companies in this technology is questioned. In this session, the technological values ​​associated with AI, led by NVIDIA (+8.82%)have risen after the correction caused by the Chinese startup. «The fact that the company claimed to have built its model with cheaper and less advanced chips significantly changed the cost and return of investment perspectives for investments in AI and caused a Liquidation of a billion dollars in US stock markets. The liquidation was certainly amplified by the high valuations and constant fear regarding mass investments in AI And the reward period longest than expected, «says Ipek Ozkardeskaya, Swissquote Bank's senior analyst. That promises (offer models of equal performance at a cheaper price), will clearly help Chinese local actors and companies of all sizes from all over the world that have limited budgets to integrate AI models into their daily lives. The latter The demand for less advanced chips will increase than those with the best NVIDIA performance, but the demand for chips will continue to increase«. For their part, Linksecurities analysts do not dare to affirm» if yesterday's reaction is justified or was the 'perfect excuse' to perform benefits in a set of highly overcompraced values ​​and that presented extremely demanding valuations . When the real scope of the Deepseek development is analyzed in depth In everything related to artificial intelligence (AI), they can draw more precise conclusions«Given this scenario, already business level, four of the '7 magnificent' will account for the market. Goal, Tesla and Microsoft They will do it on Wednesday, and AppleThursday,

Attentive to the Fed

The other point of attention is the Federal Reserve Meeting (FED)whose conclusions will be published on Wednesday. The market discounts, with a 99.5%probability, according to the CME Group Fedwatch tool, which the agency will make a pause in cuts. However, interest will be on Jerome Powellpresident of the American Central Bank, and in everything that has to say regarding the Donald Trump's demandUS president, that The types must go down. The macro agenda also includes outstanding references. Thus, this Tuesday has been the turn of the US Consumer Trustwhich has fallen in January to 104.1 points from 109.5 registered in December. The next sessions include the Fourth quarter GDP and the Weekly unemployment data (Thursday), and the PCE consumption deflator December (Friday).

Other markets

In other markets, oil West Texas has risen 1.08% ($ 73.94) and Brent It has advanced 0.71% ($ 77.61). For its part, the euro 0.57% ($ 1,0431), and the ounce of gold has won 1.23% ($ 2,772). In addition, the 10 -year American Bonus Profitability It has revalued 4,534% and the Bitcoin has added 0.43% ($ 101,247).