一家中国初创公司推出低成本人工智能模型后,打击了投资者对人工智能行业盈利能力的预期,人工智能相关公司股价迅速回落。与此同时,市场担心人工智能发展可能不及预期带来的电力需求激增,电力公司股价亦大幅下挫。
其中,核电公司Constellation Energy Corp盘中股价重挫16.26%,遭受重创。除Constellation Energy外,全球最大可再生能源公司NextEra Energy下跌7.3%,GE Vernova下跌12.1%,Oklo Inc下跌12.6%,NuScale Power下跌13.1%,Nano Nuclear Energy下跌11.5%。电力行业整体步入调整期。
这从一个侧面折射出人们对人工智能发展前景的疑虑。我们还需要耐心观察事态发展,看人工智能行业能否通过不断创新实现预期盈利。其对电力需求的影响也值得持续关注。
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