7月2日，港股芯片板块午后下探， 壁仞科技跌超19%， 兆易创新跌超15%， 中芯国际跌超10%， 英诺赛科跌近8%、 晶门半导体跌超6%。
消息面上，海外AI算力链出现扰动，Meta正在筹建云业务，计划出售其富余AI算力资源，相关消息引发市场对AI算力供给、云厂商资本开支回报，以及算力服务商订单持续性的讨论。
7月2日，港股芯片板块午后下探， 壁仞科技跌超19%， 兆易创新跌超15%， 中芯国际跌超10%， 英诺赛科跌近8%、 晶门半导体跌超6%。
消息面上，海外AI算力链出现扰动，Meta正在筹建云业务，计划出售其富余AI算力资源，相关消息引发市场对AI算力供给、云厂商资本开支回报，以及算力服务商订单持续性的讨论。
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