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异动解读 | 迈威尔科技盘中大跌15.34% 或因中国人工智能模型冲击需求前景

异动解读01-27

迈威尔科技(MRVL)今日盘中大跌15.34%,引发了市场广泛关注。

可能导致该股暴跌的主要原因是,中国公司DeepSeek近日推出了一款低成本、低功耗的人工智能模型,引发了投资者对人工智能芯片制造商未来需求前景的担忧。该模型可在廉价芯片上高效运行,或将冲击迈威尔科技等芯片巨头的业务。

迈威尔科技是一家专注于有线网络的芯片设计公司,为数据中心、运营商和人工智能领域提供处理器等产品。如果低成本人工智能模型广泛应用,可能会影响相关企业对高端芯片的需求,从而对迈威尔科技的营收和利润构成压力。

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