异动解读 | 中国廉价AI模型引发人工智能行业担忧 BigBear.ai盘中大跌12.8%

异动解读
Jan 27, 2025

BigBear.ai Holdings(BBAI)周一盘中股价大幅下挫,最高跌幅达12.8%,引发市场广泛关注。

消息面上,中国一家初创公司DeepSeek推出了一款免费AI助手,仅使用了低成本芯片和少量数据就实现了较高性能,这引发了投资者对人工智能公司盈利能力和高昂技术需求的担忧。担心低成本AI模型在全球推广,不但会侵蚀人工智能公司的利润空间,还可能使其在研发上面临增加成本的压力。

由于BigBear.ai业务集中在人工智能领域,其股价受到来自中国廉价人工智能模型的冲击,在盘中暴跌近13%的跌幅。英伟达、超微、Meta等人工智能龙头公司当天股价也出现了不同程度的下跌,显示了投资者对人工智能行业增长前景的担忧。

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