---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000782135.md"
description: "Markets rotated into a risk-off stance as investors trimmed exposure to AI-related stocks despite strong earnings from Samsung. Concerns intensified after reports that DeepSeek is developing its own AI inference chip, raising the prospect of greater competition and reduced dependence on existing suppliers. The resulting weakness spread across the semiconductor sector, with chip stocks leading the broader market lower while investors shifted toward more defensive positions."
datetime: "2026-07-08T07:02:12.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000782135.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000782135.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000782135.md)
author: "[TheRaccoonAnalysis](https://longbridge.com/en/profiles/26041475.md)"
generator: "portal-rs"
---

# Markets rotated into a risk-off stance as investor…


### Related Stocks

- [DPSK.NA](https://longbridge.com/en/quote/DPSK.NA.md)
- [SSNGY.US](https://longbridge.com/en/quote/SSNGY.US.md)
- [SMSN.UK](https://longbridge.com/en/quote/SMSN.UK.md)

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**