异动解读 | DeepSeek芯片引发能源需求忧虑 NuScale Power盘前大跌14%-To The Moon - Tiger Brokers Online Investing Community

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异动解读 | DeepSeek芯片引发能源需求忧虑 NuScale Power盘前大跌14%

异动解读01-27

NuScale Power周一盘前股价大跌14.05%,引发市场广泛关注。跌势的主要原因是,DeepSeek芯片的出现,可能会削弱人工智能(AI)对能源的需求。

据报道,DeepSeek是一种新兴的AI芯片,构建成本仅为600万美元,而且使用的芯片功率较低。这意味着构建人工智能系统的能源需求将大幅降低,对像NuScale Power这样的能源公司来说是一个打击。

受此消息影响,NuScale Power等多家能源股在周一夜盘大幅下跌,跌幅均超过10%。市场显然担心DeepSeek芯片上市后,将降低人工智能行业的电力消耗,进而削弱对能源公司的需求。NuScale Power作为一家核能公司,也难免受到这一影响而遭到抛售。

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