美国电力公司Vistra Energy Corporation(VST)今日盘中出现大涨行情,股价最高上涨6.41%,引发市场广泛关注。
市场人士分析指出,这一涨幅很可能与中国人工智能初创公司DeepSeek推出新的低成本AI模型有关。DeepSeek的模型据称在性能上不逊于业界领先模型GPT-3,但成本仅为后者的一小部分,一度引发人工智能股暴跌的"恐慌"。
虽然Vistra Energy并非典型的人工智能公司,但其作为独立电力生产商之一,股价也受到波及。由于预期新模型可能降低数据中心等对算力和电力的需求,能源股许多空头获利回吐,Vistra Energy随之反弹大涨。不过长远来看,人工智能发展对电力仍有刚性需求,Vistra Energy前景乐观。
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