异动解读 | Tempus AI盘前大涨5.14%，AI概念股集体走高
周一（3月24日）盘前，人工智能公司Tempus AI（股票代码：TEM）股价大涨5.14%，引发市场关注。这一涨幅延续了此前AI概念股的强劲表现，反映出投资者对AI行业前景的持续看好。
根据最新消息，AI应用概念股在美股夜盘时段集体走高。除Tempus AI外，SoundHound AI、AppLovin和Trade Desk等公司股价也出现不同程度上涨。这一趋势与全球科技巨头加大AI投资的战略不谋而合。据彭博社报道，包括微软、亚马逊和Meta在内的超大规模科技公司预计在2025年将在AI数据中心和计算资源上投入3710亿美元，较前一年增长44%。
值得注意的是，中国AI初创公司DeepSeek的崛起对美国科技行业产生了显著影响。DeepSeek以较低成本开发出具有竞争力的模型，促使一些领先的AI公司开始转向拥抱能在更少芯片上运行的高效AI系统。这一趋势可能会推动科技公司增加对推理能力的投资，使其成为生成式AI市场增长最快的领域。Tempus AI作为AI应用领域的代表性公司之一，有望从这一行业趋势中受益，这可能是其股价走强的重要原因。
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