芯片制造商迈威尔科技(MRVL)今日盘前股价大涨5.17%,引起市场关注。这与前一交易日人工智能相关公司遭遇大规模抛售有关。
周一,中国初创公司DeepSeek推出免费人工智能助手,令全球科技股出现溃败,诸如英伟达等知名人工智能公司暴跌逾10%,投资者担忧其高昂芯片需求或将受到影响。但昨日人工智能股集体反弹,带动芯片制造商股价同步上涨。
与迈威尔科技同为芯片股的英伟达、博通等公司当日也出现3%以上涨幅。尽管人工智能产业前景存在一定不确定性,但芯片制造商依然受益于人工智能硬件需求旺盛。分析人士预计,迈威尔科技等芯片公司短期内股价或将保持震荡上行态势。
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