异动解读 | 戴尔股价盘中大跌11.48%,新兴人工智能模型引发对长期增长前景的担忧

异动解读01-28

电脑制造商戴尔(DELL)周一盘中股价大跌11.48%,引发了市场的广泛关注。

这主要源于近期中国一家新兴公司DeepSeek推出了低成本、低功耗的人工智能模型,号称使用更便宜的芯片和更少的数据。这引发投资者对传统云计算公司在人工智能领域的长期增长前景产生担忧。

戴尔作为一家主要的人工智能服务器提供商,其业绩可能受到此事的负面影响。如果这种低成本人工智能模型在未来获得广泛应用,可能会降低市场对戴尔公司人工智能硬件的需求,进而拖累其收益和盈利水平。

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