周二盘中，数据中心服务提供商万国数据（GDS）股价大跌5.21%，延续了盘前的下跌趋势，引发市场关注。
此次股价下跌可能与阿里巴巴联合创始人兼主席蔡崇信的最新言论有关。蔡崇信指出，尽管人工智能（AI）相关领域发展迅速，但已开始显现风险迹象。他强调，虽然各机构都在加大投资力度，但部分资金用途存在重复，同时一些公司通过SPAC方式募集资金用于建设数据中心，却未能获得大型企业的使用承诺，这些现象表明相关行业可能正在形成泡沫。
作为行业领先的数据中心服务提供商，万国数据的股价走势可能反映了投资者对AI和数据中心行业前景的担忧。蔡崇信的观点揭示了该行业可能面临的挑战，包括过度投资、重复建设以及缺乏稳定客户基础等问题。这些因素可能导致投资者重新评估数据中心服务提供商的增长预期和估值水平，从而引发股价调整。
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