Published on: January 28, 2025 / update from: January 28, 2025 - Author: Konrad Wolfenstein
Day 1 after the AI earthquake on the stock exchange: Nvidia-Crash, German tech shares in need-what does that mean for your investments? - Image: Xpert.digital
The global AI race: Deepseeks R1 and its effects
Technology at the turning point: How R1 redefined the AI world
With its new AI model R1, the Chinese Ki start-up Deepseek has triggered a real earthquake on the international stock market markets, which in particular hit the technology sector. The revolutionary properties of the model as well as its implications for competition and global distribution of power in the field of artificial intelligence are currently causing violent discussions in business and politics.
Effects on the stock exchange
The market reactions on the sudden success of Deepseek R1 were clear. Both European and American equity indices sometimes have significant losses:
- German stock index (DAX): After a record high of 21,520 points on Friday, the DAX fell by 1.4 % and closed at 21,090.43 points. The decline is primarily due to uncertainty in the technology sector.
- NASDAQ 100: The technology-based US index recorded losses of around 5 %.
- EUROSTOXX 50: The leading index of the euro zone fell by 1.6 % and thus reflected in the uncertainty in Europe.
The changes on the stock exchanges illustrate how great the importance of innovations in the field of artificial intelligence for global capital markets is. The effects on individual companies play a central role.
Affected companies
US technology values
The US technology sector, which was previously considered the undisputed leader in the field of AI, was particularly hard hit:
- NVIDIA: The share of the leading manufacturer of graphics and AI chips temporarily collapsed by up to 17 %. This corresponds to a temporary loss of value of over $ 500 billion-an unprecedented decline in the history of the US exchange.
- Broadcom: The semiconductor company's share recorded losses of around 6.58 %.
- Microsoft: With a decline of 3.75 %, one of the most important providers of AI software came under pressure.
- Heavy weights such as Apple, Alphabet (Google), Amazon and Meta also had to accept significant price losses, which reflects the general nervousness in the market.
German companies
Even the German technology sector could not escape the downward trend:
- Siemens Energy: The share fell by up to 20 % and thus reflected the uncertainty about the future prospects of companies that rely on energy -efficient solutions.
- Infineon: The chip manufacturer recorded a price drop of around 4 %.
- Süss Microtec: The company that specializes in the development of production systems for the semiconductor industry lost around 10 % in value.
- Aixtron, Siltronic and Kontron: Other German tech companies were also affected and had to accept significant losses.
Reasons for the stock exchange quake
The sudden and massive effects of Deepseek R1 on the global markets can be attributed to several central factors:
1. Efficiency of the model
Deepseek R1 is characterized by remarkable efficiency. The model achieves comparable or even better results than established AI models with significantly lower costs and less powerful chips. This technological breakthrough questions the existing dependence on expensive hardware and threatens companies that benefit from highly specialized chips.
2. Open source approach
Another decisive factor is the open source approach from Deepseek. The start-up has disclosed the source code of its AI model, which gives developers access to technology worldwide. This transparency promotes the further development and adaptation of the model by third parties, which leads to a quick distribution and improvement of Deepseek R1.
3. Market positioning
The Deepseek app was able to overtake Chatgpt as the most charged free software application in the US app Store within a short time. This development shows that interest in alternative AI solutions is increasing strongly and existing market shares are redistributed.
4. Geopolitical implications
The success of Deepseek is considered a sign that China makes rapid progress in the field of artificial intelligence. This has far -reaching geopolitical consequences, since the United States has so far been considered a dominant force in this area. Deepseek's success could threaten the technological dominance of the United States in the long term.
Expert assessments
The current situation is viewed by experts with mixed feelings. While some interpret the changes as an overdue correction of the market, other serious dangers for the existing world order see the technology area.
- Thomas Altmann from QC Partners: "The US dominance in the AI market could be seriously at risk if China takes a lasting foot with Deepseek." Altmann warns of the long-term consequences of this development and calls for a strategic reorientation in the USA.
- Carsten Brzeski, chief economist of the ING: "This situation is a cold shower in this absolutely high-boiled euphoria." Brzeski emphasizes that recent developments are a reality check for expectations to the AI sector.
- Xpert.digital: For us, the long -term effects are still unclear. We are talking about a necessary re -evaluation of investments in expensive AI hardware and software. "It remains to be seen how the market will develop in the coming days and how established tech companies will react to this new competition."
Further development - perspectives for the future
The future of the AI market remains uncertain, but some trends are already emerging:
1. Cost efficiency as a new standard
The success of Deepseek shows that the development of cost-efficient AI models will be a decisive competitive factor. Companies that continue to rely on expensive hardware could lose market shares in the medium term.
2. Open source technology as a growth factor
The disclosure of Deepseek R1's source code could initiate a paradigm shift. Transparency and collaboration could prove to be decisive drivers for innovations in the field of artificial intelligence.
3. Geopolitical shifts
The success of Chinese companies like Deepseek could lead to a redistribution of global balance of power in the technology area. This could not only increase economic, but also political tensions between the great world powers.
4. Re -evaluation of investments
Investors are increasingly paying attention to which technologies are sustainable in the long term. This could lead to a decline in the ratings of companies that are heavily dependent on specialized hardware.
5. Consumer centering
The quick spread of the deepseek app shows that user-friendly and accessible solutions are becoming more important. Companies that manage to adapt their technologies to the needs of consumers could benefit in the long term.
Technological faults: Why Deepseek shakes the industry
The market influences of Deepseek R1 underline the transformative power of artificial intelligence. At a time when technological innovations redefine global competition, small start-ups can have massive effects on established structures within a very short time. Deepseek's success is a wake -up call for the entire industry and an example of how technological pioneering role and market shares can quickly change. The coming weeks and months will be decisive for how the market adapts to this new reality.
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