维谛技术(Vertiv Holdings LLC,VRT)今日盘中大跌逾5%,引发市场担忧。
分析人士认为,这与人工智能技术的发展密切相关。随着人工智能技术的不断进步,企业在数据中心的投资需求或将发生变化,由此影响到维谛技术等提供数据中心电力解决方案公司的业务。
报道指出,随着人工智能模型的商业化进程加速,人工智能技术可能在提高企业运营效率、降低成本等方面发挥重要作用。此前有分析认为,到2025年,人工智能有望提高标普500公司的利润率约200个基点。
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