电力公司Vistra Energy(VST)今日盘前大幅下跌12.56%,引发市场关注。
分析人士指出,这一下跌可能与近期人工智能技术发展前景遭到质疑密切相关。人工智能模型早期被认为将带来大量数据中心和耗电需求,从而促进电力公司增长。但一家新兴人工智能公司DeepSeek最近宣布推出低成本人工智能模型,动摇了市场对行业整体盈利能力的预期。
业内人士表示,如果人工智能模型的计算力和能耗需求远低于预期,电力行业短期内可能无法获得预期的大幅增长。Vistra作为一家主要的核电和可再生能源企业,其前景也因此承压。随着更多人工智能技术推陈出新,电力需求的实际增长情况仍有待观察。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.