Stay informed of free updates
Just register at Actions Myft Digest – Delivered directly in your reception box.
Flea manufacturers in Asia and Europe rebounded on Wednesday after solid profits from companies in the Dutch group ASML added to a rally overnight in the leader of Nvidia industry.
Recovery came after an American flea manufacturer Nvidia closed 9% Tuesday, recovering some of the heavy losses that suffered $ 600 billion on its market capitalization at the start of the week, when investors were worried about the threat of China depth to American supremacy in artificial intelligence .
The emergence of Deepseek, which promises to develop AI tools at a fraction of the cost of American rivals, was called a contemporary “Sputnik moment”.
The Nikkei 225, heavy with Japan technology, ended by 1% after a rebound in semiconductor actions and the AI Softbank investor.
The Stoxx Europe 600 reference increased by 0.5%, led by ASML. The chip equipment manufacturer has announced profits that have beaten analysts’ expectations, sending its 11.5% higher shares to Amsterdam. NVIDIA shares increased by 0.6% more pre-commercial negotiations on Wednesday.
The term markets underlined another rebound in the United States, the contracts following the NASDAQ up 0.4% and those which follow the S&P 500 up 0.1%.
“The markets have examined the developments in China with AI and it is perhaps a reflection that Monday movements were an exaggerated reaction,” said Mitul Kotecha, responsible for emerging markets and exchange strategy in Barclays .
Analysts of the Asian market of Goldman Sachs wrote in a note on Tuesday evening that “the occurrence of high quality actions could also offer investment opportunities”, adding that “we believe that strong companies will become even stronger”.
In Tokyo, the supplier of Nvidia Advantest closed 4.4% while the company of semiconductors Tokyo Electron increased by 2.3%. SoftBank ended the day with an increase of 2.4%.
The rests of the rest of Asia were also dynamic on Wednesday. The NIFTY 50 of India increased by almost 1% in the afternoon trade while the ASX 200 in Australia increased by 0.6%. China, South Korea and Taiwan are closed for the new year lunar holidays.
However, analysts warned that the recovery had not yet completely canceled the panicked falls on Monday while investors digested the implications of the heavy investment of AI by US Tech in light of the achievements of Deepseek.
“There was no rebound like” Oh, it was nothing “. It’s just a reflection that Monday’s move was a little exaggerated, “said Kotecha de Barclays.
