AI U.S. stocks have emerged from the "DeepSeek impact"

Wallstreetcn
2025.02.15 02:16
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After this week's rise, Goldman Sachs' TMT AI basket stocks (blue line) have almost recovered the significant decline caused by the "DeepSeek Impact" at the end of January. However, stocks representing data center infrastructure, such as power and electrical, have yet to emerge from the trough

After this week's rise, Goldman Sachs' TMT AI basket stocks (blue line) have almost recovered the significant decline caused by the "DeepSeek Shock" at the end of January.

However, stocks representing data center infrastructure, such as power and electrical, have yet to emerge from the trough.

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