应用材料(AMAT)股价今日盘前大跌6.08%。
导致该股下跌的主要原因是,一家中国人工智能初创公司推出了一款性能较高但成本更低的人工智能模型,引发了投资者对人工智能相关公司未来盈利能力的担忧。这家公司声称其模型采用了更便宜的芯片和更少的数据训练,令人担心会加剧人工智能芯片和服务的价格竞争。
人工智能模型的成本下降会影响芯片制造设备商如应用材料的盈利前景。如果人工智能芯片价格进一步下降,芯片制造商的资本支出可能会减少,从而减少对芯片制造设备公司的需求。
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