英伟达等为何下跌？DeepSeek回答：DeepSeek技术突破引发对英伟达高估值逻辑的质疑

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英伟达等为何下跌？DeepSeek回答：DeepSeek技术突破引发对英伟达高估值逻辑的质疑

三言科技01-27

三言科技1月27日消息，今日，美股半导体盘前下跌，英伟达、阿斯麦等股价一度跌超10%；台积电股价也曾下跌近10%。三言就该问题向DeepSeek大模型提问称，“周一美股半导体股盘前持续下挫，英伟达一度跌超13%、阿斯麦、博通跌超10%，台积电跌近10%，ARM跌超8%，美光科技跌近8%。什么原因？”DeepSeek认为主要有三个方面。首先是AI技术竞争加剧，冲击高端芯片需求。DeepSeek近期...

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DeepSeek Answer: DeepSeek's technological breakthrough raises questions about Nvidia's high valuation logic","themeId":"8f78a8aac1ed6593d373d3cb1205f721","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDA":1},"content_text":"三言科技1月27日消息，今日，美股半导体盘前下跌，英伟达、阿斯麦等股价一度跌超10%；台积电股价也曾下跌近10%。三言就该问题向DeepSeek大模型提问称，“周一美股半导体股盘前持续下挫，英伟达一度跌超13%、阿斯麦、博通跌超10%，台积电跌近10%，ARM跌超8%，美光科技跌近8%。什么原因？”DeepSeek认为主要有三个方面。首先是AI技术竞争加剧，冲击高端芯片需求。DeepSeek近期发布的成本效益极高的AI模型，能够在低端芯片上高效运行，直接挑战英伟达等依赖高端芯片的企业。该技术突破引发市场对英伟达高估值逻辑的质疑，使得投资者担忧其市场份额和盈利能力可能被削弱。其次，全球半导体市场生态的阶段性调整。目前，半导体行业正处于技术迭代与库存调整的过渡期。制造端库存数据显示行业整体仍然处于温和筑底阶段，市场对短期供需失衡的担忧加剧。第三，行业内部竞争与估值泡沫担忧。英伟达等企业股价涨幅已部分透支AI预期，市场对其能否持续实现盈利增长产生质疑。另外，台积电等代工厂股价下跌反映了市场对先进制程芯片需求增速放缓的预期。以下是DeepSeek回答全文：2025年1月27日周一美股半导体股盘前大幅下跌，英伟达、阿斯麦、台积电等龙头企业跌幅显著，主要原因可归纳为以下几点：1. AI技术竞争加剧，冲击高端芯片需求- 中国人工智能初创公司DeepSeek近期发布了一款成本效益极高的AI模型，能够在低端芯片上高效运行，直接挑战英伟达等依赖高端芯片的企业。这一技术突破引发市场对英伟达高估值逻辑的质疑，投资者担忧其市场份额和盈利能力可能被削弱。- 与此同时，AI行业对算力基础设施的高投入尚未带来显著回报，市场对AI技术商业化落地的预期出现分歧，导致科技股估值承压。2. 全球半导体市场生态的阶段性调整- 当前半导体行业正处于技术迭代与库存调整的过渡期。尽管AI算力需求推动高端GPU市场增长，但制造端（如代工、封测）的库存数据显示行业整体仍处于温和筑底阶段，市场对短期供需失衡的担忧加剧。- 美国半导体市场虽在2025年反超中国成为全球第一大单一市场，但其增长高度依赖AI热潮，而技术路径的分化（如GPU与ASIC的博弈）进一步引发投资者对行业格局不确定性的担忧。3. 行业内部竞争与估值泡沫担忧-英伟达等企业的股价此前涨幅已部分透支AI预期，市场对其能否持续实现盈利增长产生质疑。例如，AI基础设施建设的巨额投入（如数据中心和芯片研发）与短期收益不匹配，引发泡沫担忧。- 台积电等代工厂的股价下跌也反映了市场对先进制程芯片需求增速放缓的预期，尤其是在新兴AI模型对低端芯片适配性提升的背景下。总结此次半导体股暴跌是技术竞争、行业周期、与市场情绪多重因素叠加的结果。短期内，投资者需关注美联储政策动向、AI技术商业化进展；长期来看，半导体行业仍将受益于AI、自动驾驶等领域的持续需求，但竞争格局的分化可能加剧企业间的优胜劣汰。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}