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2025-01-28

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。

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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