异动解读 | DeepSeek引发芯片股恐慌 上海复旦(01385)盘中大跌5.92%
异动解读01-28
上海复旦(01385)今日盘中大幅下挫5.92%,主因DeepSeek的突然崛起引发了芯片股的下跌恐慌情绪。
DeepSeek是一家开源的AI公司,其低成本的AI模型训练方式颠覆了投资者对于硅谷科技巨头在AI领域巨额投入的认知。数据显示,DeepSeek的AI模型成本仅为OpenAI ChatGPT的十分之一,引发了投资者对硅谷公司在AI领域持续高投入的担忧。
由于上海复旦的主营业务为芯片设计和制造,受到DeepSeek事件的牵连,投资者担忧其未来业绩可能受到影响。据分析,随着更多低成本AI技术的涌现,芯片公司在AI领域的高投入模式或将被迫调整,因此导致芯片股当日回落。
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