** Shares of Australian uranium miners Paladin Energy PDN.AX, Boss Energy BOE.AX and Deep Yellow DYL.AX fall 10.4%, 11.2% and 16.7% respectively
** DYL, BOE and PDN are the top three losers on the ASX 200 benchmark .AXJO, which is largely flat as at 0427 GMT
** Globally AI stocks, including Nvidia NVDA.O, were hammered after DeepSeek's low-cost, low-data AI assistant challenged a widespread notion that AI will drive demand along a supply chain from chipmakers to data centres
** Uranium was seen as the green energy for AI and data centers and now they are getting hit on DeepSeek update, says Mathan Somasundaram, CEO at Deep Data Analytics
** However, Somasundaram believes the market is wrong and that the new Chinese AI will end up drive even more demand for AI, resulting in demand for data centers and, hence, more energy
(Reporting by Sneha Kumar in Bengaluru)
((Sneha.Kumar@thomsonreuters.com;))
免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。