应用材料(AMAT)股价今日盘中大跌7.52%,引发了市场的广泛关注。
消息面上,一家中国人工智能初创公司推出了一款声称性能较高但成本更低的人工智能模型,引发投资者担心将加剧人工智能芯片和服务的价格竞争,从而挤压人工智能相关公司的利润。这家中国公司声称其新型人工智能模型采用了更便宜的芯片和更少的数据训练,如果被广泛采用,可能会施加巨大的价格压力。
作为主要的芯片制造设备供应商,人工智能模型成本的下降可能会影响到应用材料的盈利前景。如果人工智能芯片价格进一步下降,芯片制造商的资本支出可能会减少,从而减少对芯片制造设备公司的需求。
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.