在周一盘前交易中,芯片制造设备公司拉姆研究(Lam Research,股票代码LRCX)股价大跌7.82%,引发市场广泛关注。
此前有消息称,中国一家初创公司DeepSeek推出了一款免费的人工智能助手,利用了更便宜的芯片和更少的数据,培训成本大幅降低。这引发了投资者对人工智能产业链上下游公司未来利润能力的担忧,导致一众人工智能相关上市公司股价应声大跌。
拉姆研究作为领先的芯片制造设备供应商,如果未来人工智能芯片需求下滑或利润空间收紧,其芯片设备销售或将受到不利影响。业内分析指出,中国低成本人工智能模型如果成功复制,并在全球范围内推广,势必对包括拉姆研究在内的芯片设备商形成冲击,因此拉姆研究股价在盘前交易中大幅下跌近8%。
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