金吾财讯 | 多只芯片股盘前走高，英伟达(NVDA)涨4.75%，博通(AVGO)盘前涨3.68%，甲骨文(ORCL)涨3.22%，AMD(AMD)涨1.5%，英特尔(INTC)涨1.33%。
消息面上，英特尔前行政总裁帕特·格尔辛格(Pat Gelsinger)表示，市场对DeepSeek的新AI模型反应过度，强调更高效的运算不会削弱对芯片的需求，反而会进一步扩大市场规模。
格尔辛格在社交平台X指出，市场假设DeepSeek的高效运算将削弱高阶芯片需求的观点并不正确，因DeepSeek降低成本与提高效率的技术创新，将促使运算进一步普及，带动更大的市场需求。
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