港股異動丨DeepSeek概念股普跌 蔡崇信:AI相關發展迅速,但開始出現泡沫
港股DeepSeek概念股普遍弱勢,其中,金山雲跌超5%,微盟集團跌4.88%,萬國數據、美圖公司、華虹半導體跌超4%,中國軟件國際、商湯均跌超3%。消息上,人工智能(AI)近年成大熱主題,阿里巴巴聯合創始人及主席蔡崇信指出,相關發展迅速,但開始有風險,不同機構都願意加大投資,但部分資金用途會重複,同時,部分公司以SPAC方式集資用作開設數據庫,卻未簽定大型公司的使用權,相關發展開始出現泡沫。高盛分析師團隊下調了機架級AI服務器(Rack-level AI Server)銷量預測,2025年及2026年預計出貨量分別從3.1萬臺和6.6萬臺下調至1.9萬臺和5.7萬臺(以144-GPU等效計算)。這一調整主要源於產品過渡期影響以及供需的不確定性。(格隆匯)

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