夜盘异动 | AI应用概念集体走高,Tempus AI涨超3%,AppLovin涨超2%

老虎资讯综合
24 Mar

本周一(3月24日)美股夜盘时段,AI应用概念集体走高,截至发稿 Tempus AI 涨超3%, SoundHound AI Inc 涨近3%, AppLovin CorporationTrade Desk Inc. 涨超2%

据彭博社报道,全球科技巨头正准备大幅增加人工智能投资,2025年,包括 微软 亚马逊 Meta Platforms 在内的超大规模科技公司预计将在AI数据中心和计算资源上投入3710亿美元,较前一年增长44%。而到2032年,这一数字将攀升至5250亿美元,增速远超Bloomberg Intelligence在DeepSeek走红前的预期。

中国AI初创公司DeepSeek的崛起对美国科技行业产生了强烈冲击,该公司声称以远低于美国领先竞争对手的成本开发出了具有竞争力的模型,这引发了美国科技行业对其重金投资AI开发策略的质疑,一些领先的AI公司现在开始转向拥抱能在更少芯片上运行的高效AI系统

彭博分析师Mandeep Singh在报告中指出:

“AI训练的资本支出增长可能远低于我们之前的预期。DeepSeek获得的巨大关注可能会推动科技公司增加投资于推理能力,使其成为生成式AI市场增长最快的领域。”

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