Wall Street waxay wajahaysaa hoos-u-dhac weyn maadaama tartan Shiinaha ku yimaadda uu caqabado weyn u keenaayo qaybta sirdoonka macmalka ah (AI) oo kor u qaaday maalgashi badan. Isniintii, S&P 500 wuxuu dhintay 1. 7%, taasoo calaamad u ah waxqabadkiisa ugu xumaa in ka badan bil, iyada oo khasaaro weyn uu ka dhashay Big Tech, gaar ahaan Nvidia, oo hoos u dhacday ilaa 14. 4%. Nasdaq composite sidoo kale wuxuu hoos u dhacay 2. 8%, halka Dow Jones Industrial Average, oo aan diiradda saarayn tignoolajiyada, uu kaliya hoos u dhacay 0. 1%. Burburkaan suuqyada waxaa keentay DeepSeek, shirkad Shiinaha ah oo sheeganeysa inay sameysay moodel luuqad weyn oo ka hortagi karta hogaamiyeyaasha Mareykanka iyada oo qiimo jaban. Codsigeeda si dhaqso ah ayuu ugu kacey sare ee Dukaanka App-ka Apple, inkasta oo xayiraadaha Mareykanka ay saameyn ku yeelanayaan gelitaanka Shiinaha ee chips-yada AI horumarsan, taasoo ka dhalisay su’aalo ka yimid falanqeeyayaasha. Marc Andreessen, oo ah maalgashadahan, wuxuu ku tilmaamay moodelka R1 ee DeepSeek inay tahay “xiliga Sputnik” ee AI, isagoo muujinaya saameyntiisa suurtagalka ah. Si kastaba ha ahaatee, shaki ayaa weli ka jira awoodaha DeepSeek ee ku aaddan in ay ka gudbaan xayiraadaha chips-ka iyo saxnaanta sheegashadooda, gaar ahaan maadaama xogta ka timaaddo Shiinaha, sida uu sheegay falanqeeyaha Wedbush Dan Ives.

Warbixintan waxay saameyn ku yeelatay suuqyada saamiyada caalamiga ah, iyadoo shirkadda chips-ka Dutch ASML hoos u dhacday 6. 6%, kooxda Softbank ee Japan hoos u dhacday 8. 3%, halka Constellation Energy ay hoos u dhacday 19% kadib markii ay shaaciyeen qorsheyaal ay ku tamaraynayaan xarumaha xogta Microsoft. Horumarkan waa dib-u-noqoshada cad ee shirkadaha AI ee hore uga sarreeyay, oo badanaa loo yaqaan “Toddobaadka Cajiibka ah” (Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, iyo Tesla), kuwaas oo si wadajir ah u qaaday in ka badan badhka soo celinta S&P 500 sanadkii la soo dhaafay. Cabirka ay leeyihiin wuxuu siinayaa saamayn weyn suuqyada, taasoo muujineysa halista “halka la isku shaandheynayo” ee maalgashiga. In kasta oo ay jiraan isbeddelo weyn Isniintii, qaar ka mid ah falanqeeyayaasha, sida Brian Jacobsen, waxay ku talinayaan in la feejignaado si aan loo dhaqaaqin si xad-dhaaf ah. Wuxuu soo jeediyay in muhiimadda warbixinada DeepSeek laga yaabaa inay aad u weyn tahay, waxayna keeni kartaa fursado maalgashi cusub haddii horumaro kale ay soo baxaan.