异动解读 | 核电公司NANO Nuclear Energy盘中大跌21.87%,新AI引擎DeepSeek削减能源需求引发担忧-To The Moon - Tiger Brokers Online Investing Community

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异动解读 | 核电公司NANO Nuclear Energy盘中大跌21.87%,新AI引擎DeepSeek削减能源需求引发担忧

异动解读01-27

NANO Nuclear Energy公司今日盘中大跌21.87%,引发了市场的广泛关注。

导致该公司股价大幅下挫的主要原因,是中国初创公司DeepSeek推出新一代免费人工智能模型的消息。DeepSeek声称,其AI模型采用了低功耗芯片,使用成本大幅降低,对于预计会大幅增加的人工智能算力需求带来了一定挑战。

由于人工智能的算力需求被认为是未来电力需求增长的重要驱动力之一,DeepSeek的新AI技术一定程度上削减了对传统能源的需求预期。受此影响,整个能源板块普遍下跌,核电公司NuScale Power、Oklo等也纷纷出现10%以上的暴跌。作为中小型核电公司,NANO Nuclear Energy公司股价亦遭受重挫,跌幅达到21.87%。

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