美光科技(股票代码:MU)今日盘中大跌5.01%,引起了市场的广泛关注。公司股价下跌或与美国政府近日出台的人工智能芯片出口管控新规有关。
美国政府宣布对人工智能芯片实施新的管控措施,对约120个国家设定出口配额。包括日本、英国和荷兰在内的18个美国盟友和合作伙伴将被免除新规则的限制。获授权的美国云服务提供商必须将至少一半的其控制的人工智能芯片保留在美国境内。新的人工智能法规将在发布后120天生效。
作为主要销售人工智能芯片的科技公司之一,美光可能遭受该出口管制政策的不利影响。新政策或将限制美光向海外市场出口芯片产品,这可能对其未来收入和业绩造成不利影响,从而引发投资者担忧而导致股价大跌。但具体影响程度还有待进一步观察。
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