英伟达卷入软件股抛售潮股价四连跌但一位分析师称这毫无道理

环球市场播报02-05

软件股近期的暴跌已波及芯片板块，但美国银行的一位分析师表示，这种抛售毫无道理。　　美国银行分析师维韦克·阿里亚（Vivek Arya）在周二的一份报告中表示，围绕芯片股“不分青红皂白”的剧烈波动“似乎自相矛盾，这可能又是一场类似DeepSeek事件的过度抛售”。　　周三，包括英伟达和博通在内的芯片制造商股价分别下跌超过3%和6%。英伟达已连跌四天。由于人工智能驱动的需求而大幅上涨的美光科技和...

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Arya）在周二的一份报告中表示，围绕芯片股“不分青红皂白”的剧烈波动“似乎自相矛盾，这可能又是一场类似DeepSeek事件的过度抛售”。\n　　周三，包括英伟达和博通在内的芯片制造商股价分别下跌超过3%和6%。英伟达已连跌四天。由于人工智能驱动的需求而大幅上涨的美光科技和...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-02-05/doc-inhkszrs2492957.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0096362180.USD","symbol_name":"CT (LUX) I GLOBAL FOCUS \"DU\" 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Arya）在周二的一份报告中表示，围绕芯片股“不分青红皂白”的剧烈波动“似乎自相矛盾，这可能又是一场类似DeepSeek事件的过度抛售”。\n　　周三，包括英伟达和博通在内的芯片制造商股价分别下跌超过3%和6%。英伟达已连跌四天。由于人工智能驱动的需求而大幅上涨的美光科技和闪迪等内存和存储类股的跌幅达到了两位数。\n　　阿里亚认为，抛售的程度反映了“自相矛盾”的观点。他在报告中说，AI相关芯片股的下跌表明，对AI的投资正“恶化到”投资回报将很疲弱且进一步增长不可行的地步。与此同时，软件股的下跌意味着市场认为“AI的采用将十分普遍且能提升生产力”，以至于基于软件的业务和应用注定要消亡。\n　　“这两种结果不可能同时发生，”阿里亚说，并写道这与对DeepSeek的担忧有相似之处，“而这种担忧最终被证明是毫无根据的。”这家AI初创公司在2025年1月发布的推理模型搅乱了科技股交易，因为投资者担心，如果DeepSeek能够廉价地开发出有竞争力的AI模型，其他公司也能够在不需要那么多昂贵且强大的芯片的情况下做到这一点。\n　　但阿里亚说，在那次市场小插曲之后，随之而来的是对AI的更多投入和AI词元（即AI模型处理的信息片段）的加速增长。他补充说，2025年，云资本支出预计同比增长69%，是最初预测的20%至30%增幅的两倍多。\n　　阿里亚说，虽然目前的AI模型令人印象深刻，但从生产力的角度来看，它们可能需要几年时间才能证明自己的价值。与此同时，他认为AI投资不会放缓，并预计即使在AI模型实现重大生产力突破后，投资仍将继续，因为它们仍需要改进并保持用户参与度。\n　　阿里亚说：“虽然我们无法判断软件行业的最终形态，但我们相信，芯片行业已经并将继续受益于AI建设。”\n　　阿里亚说，企业对AI的采用仍处于早期阶段，目前的投资也来自希望部署和控制AI计划的主权国家。\n　　与此同时，阿里亚说，芯片板块的估值已经计入了对支出可能放缓或盈利预期下降的谨慎情绪，“我们认为这种情况可能不会出现。”\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：李桐","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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英伟达卷入软件股抛售潮 股价四连跌 但一位分析师称这毫无道理

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英伟达卷入软件股抛售潮股价四连跌但一位分析师称这毫无道理