美国小型核反应堆公司NuScale Power(SMR)周一盘中一度暴跌19.77%,主要是由于一款新兴人工智能(AI)芯片DeepSeek的出现,引发投资者对AI行业电力需求下降的担忧。
据报道,名为DeepSeek的AI芯片具有极低的建设成本,仅需600万美元便可构建相关系统。而且DeepSeek所使用的芯片功耗较低,这意味着AI系统在运行过程中所需的电力消耗也将大幅减少。
由于DeepSeek的出现,投资者担心AI行业将减少对传统电力的需求,从而对包括NuScale Power在内的多家能源公司产生负面影响。受此影响,NuScale Power盘中一度暴跌19.77%。分析人士认为,这种担忧主要是技术层面上的猜测,DeepSeek芯片的实际影响还有待进一步观察。
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