DeepSeek触发全球科技股下滑纳指期货欧洲初段跌2.6%

阿斯达克财经01-27

中国生成人工智能大模型深度求索(DeepSeek)成为苹果(AAPL.US) 在美应用程序商店的评分最高免费用应程式，触发环球科技股受压。在欧洲早市时段，美股纳指100期货跌2.6%，标普500指数期货跌1.4%。英伟达(NVDA.US) 在德国股市跌约7%，亚马逊(AMZN.US) 、特斯拉(TSLA.US) 及Meta(META.US) 在欧洲初段亦跌逾2%。
日本方面，英伟达供应商Advantest及参与美国Stargate人工智能基建项目的软银各跌逾8%，芯片设备商东京威力科创跌5%。马来西亚公用股YTL电力在吉隆坡股市亦跌7%。台积电及SK海力士上市的台湾及韩国股市分别假期休市。

深度求索推出使用更低成本芯片及数据的免费助理，挑战市场对人工智能将推动芯片及数据中心供应链的逻辑。深度求索研究人员在上月的一篇文章披露，于本月10日推出的DeepSeek-V3模型使用英伟达H800芯片进行训练，成本不足600万美元。
《路透》报道引述分析指，市场质疑大型科技公司的人工智能资本开支，甚至忧虑美国最前沿科技领先全球的看法或开始出现转变。(fc/a)(美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)

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