鸿腾精密(06088)股价在周一盘中大跌13.41%,引发市场广泛关注。分析人士认为,这与近期国内新一代AI大模型DeepSeek问世有关。
DeepSeek模型参数量较小,且训练环节所需算力也相对更低,这令市场对未来算力需求的预期出现下滑。作为算力概念股的重要成员,鸿腾精密在这一风险担忧下遭受重挫。
除了鸿腾精密外,其他算力概念股如长飞光纤光缆、中兴通讯等也在当天下跌。这表明算力芯片、服务器等相关领域的公司均备受此影响。投资者对这一新形势下算力需求前景的担忧,成为引发板块内公司股价剧烈波动的重要原因。
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