智通财经APP获悉，DeepSeek概念股走低，截至发稿，新意网集团(01686)跌5.87%，报7.05港元；涂鸦智能-W(02391)跌5.3%，报25港元；中国电信(00728)跌4.1%，报5.62港元；阿里巴巴-W(09988)跌3.24%，报128.5港元。
消息面上，阿里巴巴主席蔡崇信表示，他开始看到人工智能(AI)数据中心建设出现泡沫苗头。他指出，人工智能(AI)相关近年发展迅速，但开始有风险，不同机构都愿意加大投资，但部分资金用途会重复。同时，部分公司以SPAC方式集资用作开设数据库，却未有签定大型公司的使用权，相关发展开始出现泡沫。
此外，高盛分析师团队下调了机架级AI服务器(Rack-level AI Server)销量预测，2025年及2026年预计出货量分别从3.1万台和6.6万台下调至1.9万台和5.7万台（以144-GPU等效计算）。这一调整主要源于产品过渡期影响以及供需的不确定性。
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