区块链和人工智能基础设施公司Core Scientific, Inc.(CORZ)于2025年1月28日(周二)盘中出现异动,股价大跌7.85%,引起市场广泛关注。
导致Core Scientific股价大跌的主要原因或与近期DeepSeek人工智能模型推出并提供免费使用有关。DeepSeek模型的推出引发了业界对于数据中心持续强劲需求的质疑,进而拖累了包括Core Scientific在内的多家数据中心类公司的股价。
市场人士认为,若DeepSeek模型导致企业减缓数据中心投资步伐,将影响Core Scientific作为数据中心运营商的业务前景。但分析人士认为,由于人工智能领域竞争白热化,企业放缓资本支出计划的可能性不大,因此不应过度反应。不过,DeepSeek模型的低成本可能带动整体价格下降,这或促进企业采用人工智能技术,进而推动数据中心需求。
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