异动解读 | 科技股因DeepSeek新模型引发开发成本担忧集体大涨,美光遭供应过剩双重打击重挫10%-To The Moon - Tiger Brokers Online Investing Community

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异动解读 | 科技股因DeepSeek新模型引发开发成本担忧集体大涨,美光遭供应过剩双重打击重挫10%

异动解读01-27

1月27日,科技板块集体下挫,引发市场关注。盘中,硅谷科技巨头美光科技(MU)大跌近10.25%,成为跌幅最大的个股之一。

分析人士认为,中国AI公司DeepSeek推出成本更低但性能直追国外巨头的新模型,引发投资者对开发AI系统所需成本的担忧,宏观层面导致科技股全面跳水,其中涉及AI芯片的相关公司受到的影响更为严重。

另一方面,对于美光遭受特别大的重挫,市场指责第一季度DRAM和NAND闪存芯片供应过剩也是主因之一。供过于求导致产品价格下行,预计将给美光这家大型内存芯片制造商造成业绩压力。该行业供需周期性波动的影响,加之DeepSeek模型对整个科技板块带来的连锁反应,对美光组合了双重打击。

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