尽管对DeepSeek新AI技术可能降低电力需求的担忧,导致电力公司白天股价下跌,但Constellation Energy Corp(CEG)在夜盘出现反弹,盘中一度大涨5.04%。
DeepSeek号称仅用两个月时间并花费较少成本,就开发出了新AI模型,让科技界哗然。市场担心这一新技术如果被广泛采用,可能会减少数据中心的能耗,从而降低对电力的需求增长预期。电力公司白天遭到投资者抛售,CEG当日也曾下跌约20%。
然而,专家警告不应片面夸大新技术对电力需求影响的估计。休斯顿大学能源经济学家Ed Hirs表示,即便使用更节能的AI模型,广泛的AI应用本身反而会推动整体电力需求增长。CEG在夜盘明显的反弹行情,或显示市场对该公司未来前景仍有信心。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.