一份报告显示，英伟达与AMD（超威半导体）在财报发布后的大幅抛售导致合计约7110亿美元市值蒸发，这引发了市场对投资者对人工智能的预期是否已超前于基本面的质疑，两家公司因此再度受到关注。
两家芯片制造商仍是人工智能基础设施建设的核心企业，提供驱动数据中心和机器学习工作负载的图形处理器。英伟达最新财年数据中心业务收入达1937亿美元，同比增长68%；AMD该业务收入为166亿美元，同比增长32%。
即便如此，两家公司在财报发布后不久股价均出现下跌。英伟达在公布业绩后数日内回吐涨幅，AMD在发布财报后同样走低，表明尽管增长强劲，市场热情可能正在降温。
这种反应可能表明，投资者再次质疑企业将人工智能转化为盈利的速度。虽然需求坚实，但更广泛的应用和效率提升可能仍需时间。
与此同时，部分大客户正在研发自用芯片，这最终可能缓解供应紧张并对价格构成压力。
责任编辑：张俊 SF065
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