今日盘中,洛阳钼业股价大跌5.62%,引发市场关注。此前,DeepSeek推出新的AI模型,以极低成本实现了与OpenAI首款通用人工智能模型ChatGPT相当的性能。
市场担忧,DeepSeek的新模型预示AI大模型训练对算力的需求将大幅下降,导致供应商英伟达等公司股价暴跌,涟漪效应蔓延至数据中心、核能等相关行业。
作为数据中心关键原材料,铜的需求或将受到影响。此前,必和必拓曾预计,到2050年铜需求将比2021年增长70%,主因是AI数据中心对铜的强劲需求。DeepSeek最新消息,或将冲击这一预期,从而拖累了洛阳钼业等铜矿企业的股价表现。
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