港股芯片板块今日大幅下挫,华虹半导体(01347)盘中一度大跌5.18%,成为焦点股。
近期DeepSeek公司推出新一代AI大模型R1,引发市场关注。这一模型性能卓越,在多项测评中表现优于OpenAI、Meta等美国顶尖人工智能公司,却成本仅0.14美元/百万token,是OpenAI的2%左右,被称为"低成本革命性产品"。
部分分析师认为,DeepSeek R1的成功削弱了对AI芯片需求的预期。这一大模型以极低成本取得超强性能,意味着AI应用普及推广时,或无需使用昂贵先进芯片。对于包括华虹半导体在内的芯片供应商而言,影响显而易见。投资者因而对芯片股业绩前景持谨慎态度,导致出货今日大跌。
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