The Direxion Daily Semiconductors 3x Bull ETF (SOXL) plummeted by 5% in intraday trading on Friday, December 27th. This leveraged semiconductor ETF tracks 3 times the daily performance of the PHLX Semiconductor Sector Index.
Semiconductor stocks experienced a broad sell-off on Friday, with major players like Broadcom, Nvidia, Super Micro, and Marvell declining 2-3%. The semiconductor sector faced headwinds after a Chinese AI startup, DeepSeek, announced a new AI model with capabilities comparable to OpenAI and Anthropic, but trained at a fraction of the cost using Nvidia GPUs.
Nvidia, which has seen its stock rebound from lows under $130 on optimism around its AI chips, faces challenges as the DeepSeek announcement raises questions about potential U.S. restrictions on exporting chips to China and the need for massive GPU clusters to train AI models cost-effectively. Investors await Nvidia CEO Jensen Huang's keynote at CES 2024 for updates on the company's next-gen "Rubin" chip.
免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。