Impacto da IA DeepSeek na WEG

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A nova IA da China, DeepSeek, pode afetar os pedidos de peças industriais da WEG e o investimento em centros de dados.

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Com a IA mais barata, DeepSeek R1, microprocessadores usados para treinar IA podem ter maior eficiência energética, o que pode reduzir o preço dos transformadores da WEG.

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Apesar da queda da ação da WEG, o Citi vê a situação como "exagerada" e recomenda a compra.

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A queda do investimento em IA pode afetar a receita da WEG, que viu suas ações caírem 7,88% recentemente

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O Goldman Sachs vê a DeepSeek como um risco para as ações da WEG, pois a queda do consumo energético em IA pode prejudicar as receitas da empresa.

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Concorrentes globais da WEG, como a Hitachi, estão investindo bilhões para atender à alta demanda por transformadores

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O paradoxo de Jevons sugere que se o custo de produção de chips para IA diminuir, a WEG pode se beneficiar com o aumento da demanda por IA.

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Enquanto o Citi recomenda a compra das ações da WEG, o Goldman Sachs indica a venda, mostrando opiniões divergentes sobre o futuro da empresa.

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