美国电脑制造商戴尔(DELL)周一盘前交易中股价大跌8.03%,引发市场广泛关注。
分析人士指出,这与近期中国新兴公司DeepSeek推出低成本、低功耗人工智能模型有关。DeepSeek 号称其人工智能助手使用更廉价的芯片和更少数据,这可能削弱了市场对传统云计算公司在人工智能领域的长期增长前景的信心。
作为一家主要的人工智能服务器提供商,戴尔公司的业绩或将受到负面影响。如果低成本人工智能模型在未来获得广泛应用,则可能降低市场对其人工智能硬件的需求,进而拖累戴尔公司的收益和盈利水平。
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