异动解读 | 万国数据(09698)盘中股价暴跌9.45% 新AI模型威胁数据中心需求

异动解读01-28

万国数据(09698)今日盘中股价大跌9.45%,引发了投资者的广泛关注。

造成该股暴跌的主要原因来自于人工智能(AI)领域最新进展所带来的影响。DeepSeek公司最新发布的低成本高效能AI模型R1,性能几乎可以媲美OpenAI的大模型,引发了市场对AI企业未来不再需要大量芯片和数据中心资源的担忧。

作为数据中心运营商,万国数据的业务前景或将受到新AI模型发展的不利冲击。市场认为其未来的数据中心需求增长可能不及预期,因此导致该股盘中遭到大幅抛售。

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