兩大利空夾擊!AI算力股集體重挫,數據港、寒武紀跌超5%
A股市場AI算力股集體重挫,其中,首都在線、科泰電源跌超15%,浙大網新觸及跌停,佳力圖跌超8%,依米康、銅牛信息、潤澤科技、奧飛數據跌超6%,數據港、寒武紀、芯原股份跌超5%。消息面上,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。另外,高盛分析師團隊3月24日下調了機架級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。高盛認爲雖然2025年第二季度對中國臺灣地區ODM/散熱供應鏈來說將是強勁的季度,但高盛對全年出貨量持更爲保守的態度,並預計產品轉型期可能在2025年第三季度再次對出貨量造成影響。

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