(BFM Stock Exchange) – According to data from Vanda Research cited by Reuters, individual shareholders bought a record number of Nvidia titles on Monday. A day during which the action unscrewed by almost 17%, due to the concerns caused by the Chinese start-up Deepseek.
Nvidia suffered as rarely on Monday. The graphic processor specialist dropped from 16.97% to Wall Street, weighed down by the concerns caused by the prowess of the Chinese start-up of artificial Deepseek.
“The fear that the new model of the Chinese start-up Deepseek, specialized in AI, disrupts the current commercial model of AI has dropped the actions of Nvidia and ASML (a Dutch group listed in Amsterdam, Editor’s note) “, Note Alex Stauffacher, from Vontobel.
“The DEEPSEEK R1 model, posted on January 20, displays performance similar to those of major American language models (LLM), but significantly cheaper. This has aroused concern about the need to have high chips range and a great computing power, “he develops.
Deepseek’s advances thus threw a shadow on demand for the most advanced chips of Nvidia, the Chinese start-up having, a priori, managed to build its model with less powerful products.
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Record shares purchases
Has the fall of Nvidia been exaggerated in view of these fears? For the time being, the action of the graphic processor group resumes a little bit of its spirits, winning 0.6% at the start of the session, this Tuesday, January 28.
Particular investors seem to have thought in any case that the drop in the title on Monday offered an entry point at a lower cost.
According to data from the research company Vanda Research, cited by Reuters, the small carriers bought the Nvidia action en masse on Monday.
In total, net purchases on the part of individual shareholders have registered at $ 562.2 million, according to these figures. This is a higher on this action since Vanda Research has compiled this data, since 2014.
Reuters underlines that the small carriers continuously bought the NVIDIA action, net purchases having registered at $ 7.3 billion in the fourth quarter of 2024, according to Vanda Research.
A stabilization factor
This is not the first time that individual shareholders have identified cheap buyout opportunities. Last August, the values ​​of American tech had been abused on the stock market following disappointing statistics on American employment. Nvidia had then lost 10% in four sessions.
As the Financial Times had then explained in an editorial, private investors, who nevertheless have the reputation of being more nervous than institutional, had then constituted a factor of stabilization for the market.
The small carriers had continued to buy tech actions, even if Wall Street suffered. The data from Vanda Resarch, cited by the British daily, showed that purchases of action by individuals in American tech were close to record levels of more than a year during this lower market phase.
“Our customers bought before the fall in the market. They bought while the market was falling and they are buying now that it goes back,” Times Steve Sosnick told Interactive Brokers. “Their confidence was absolutely not shaken,” he added.
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