中國DeepSeek AI模型震撼全球科技股，Nvidia股價暴跌
中國新創公司DeepSeek近期發布了一款高效能的人工智慧模型，引發全球科技股震盪，尤其是以Nvidia為首的晶片股大幅下挫。DeepSeek宣稱其模型僅耗費560萬美元訓練，遠低於OpenAI的GPT模型所需的超過1億美元成本，且能在較低階的晶片上運行，這讓市場對美國在AI領域的領先地位產生質疑。
Nvidia股價在1月27日盤前交易中下跌超過10%，盤中跌幅更一度擴大至17%，創下自2020年3月以來最糟糕的單日表現。其他晶片相關公司如Broadcom、Micron和AMD也同步下跌，跌幅介於5%至14%之間。此外，與AI數據中心相關的能源公司如Constellation Energy和Vistra也受到波及，股價分別下跌17%和21%。
DeepSeek的模型被視為對OpenAI的直接威脅，其高效能與低成本引發市場對AI投資回報的擔憂。分析師指出，DeepSeek的成功可能促使美國大型科技公司加速投資，以維持其在AI領域的競爭優勢。然而，也有分析師質疑DeepSeek的訓練成本是否包含前期研究與實驗費用，並認為市場對其影響的恐慌可能過度。
儘管如此，Citi分析師仍維持對Nvidia的「買入」評級，認為美國公司仍將繼續採購高階晶片以保持競爭力。整體來看，DeepSeek的崛起不僅挑戰了美國在AI領域的主導地位，也讓投資者重新評估科技股的估值與未來成長潛力。
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