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A股異動丨東數西算概念股下挫,數據港等多股跌停,微軟取消數據中心租約
格隆匯 02-25 09:42
A股市場東數西算概念股下挫,其中,數據港、南興股份跌停,浙數文化觸及跌停,朗威股份跌超8%,光環新網、潤澤科技跌超6%,日科化學、華孚時尚跌超5%,依米康、拓維信息、立昂技術、浙大網新、英維克、潤建股份、東方國信跌超4%。週一,一份顯示微軟數據中心容量租賃可能放緩的分析報告引起市場關注,進一步加劇了投資者對人工智能引領的股市熱潮可能動力不足的疑慮。TD Cowen分析師報告稱,微軟已經取消了在美國的大量數據中心容量的租約,這表明隨着其人工智能基礎設施的建設,可能會出現供過於求的情況。

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