7月2日A股科技股大跌半导体、算力硬件、存储芯片等板块跌幅较大。以科技股扎堆的“双创板”为例创业板指和科创综指分别下跌5

智通财经07-02 19:29

7月2日A股科技股大跌半导体、算力硬件、存储芯片等板块跌幅较大。以科技股扎堆的“双创板”为例创业板指和科创综指分别下跌5.71%和5.64%。从市场情况来看A股科技股大跌源于Meta对外出售算力的消息被市场解读为算力过剩。然而多位业内人士认为该消息属于误读Meta出售算力不是AI资本支出的结束而是意味着AI基建商业模式成熟。。

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