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Storm
@storm.mg
·
8 hours
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AI資本支出惹禍?半導體高估值「完美需求」褪色,高盛示警市場過度槓桿
帶動今年股市飆漲的晶片類股本週慘跌,從首爾到矽谷的投資人開始質疑,人工智慧(AI)熱潮是否出現過度槓桿,且有漲過頭的現象。 華爾街日報指出,美股今天持續走跌,晶片股的拋售潮又加劇賣壓,拖累以科技股為主的那斯達克指數下跌1.4%,標普500指數也下跌1%。 中國新創公司「月之暗面」(Moonshot AI)發表最新AI模型Kimi K3,號稱性能已追上美國一些最先進AI模型,...
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