2月25日 - ** 在巨头英伟达NVDA.O于周三收盘后发布备受期待的季度报告之前,人工智能股股价下跌
** Nvidia 的业绩将因其人工智能芯片的价格需求而备受关注,其股价下跌 1.2
** 其他芯片股下跌,费城半导体指数.SOX下跌 1.5
** 人工智能服务器制造商下跌:超微计算机SMCI.O下跌 8%,戴尔DELL.N下跌 3.1
** 本月早些时候,超微计算机SMCI.O表示,将在2月25日之前将其延迟的年度报告 (link)。
** 上周末,一份分析师报告((link))指出微软可能放缓数据中心租赁,全球与人工智能相关的股票连续第二天承压。
** 数据中心运营商Digital RealtyDLR.N下滑1.2%。
** 预计开发人工智能技术所需的能源密集型数据中心将带来需求激增的电力公司业绩下滑:Vistra VST.N下跌 5.5%,Constellation Energy CEG.O下跌 3
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