智通财经APP获悉，铜业股跌幅居前，截至发稿，洛阳钼业(03993)跌5.45%，报5.72港元；江西铜业股份(00358)跌4.38%，报12.24港元；五矿资源(01208)跌4.49%，报2.55港元；中国有色矿业(01258)跌1.93%，报5.07港元。
消息面上，DeepSeek近期推出新模型，以极低的成本实现了与OpenAI o1相当的性能，市场担忧低廉的训练成本预示着AI大模型对算力投入的需求将大幅下降。隔夜美股英伟达(NVDA.US)股价暴跌17%，除了芯片制造商，数据中心服务商、核电股、铜业股也受到冲击。
根据必和必拓近期发布的报告显示，去年下半年，该公司的铜产量同比增长10%，其位于智利北部Escondida矿区产量增长22%，创下十年来的新高。该公司预计，鉴于AI数据中心对铜的强劲需求，到2050年铜需求将比2021年增长70%。据悉，铜作为数据中心的关键材料，不仅用于供电系统，还用于冷却系统和连接处理器。
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