智通财经APP获悉，光通信概念股跌幅居前，截至发稿，剑桥科技(06166)跌5.89%，报113.4港元；中际旭创(03308)跌5.30%，报1108港元；汇聚科技(01729)跌3.77%，报17.6港元；长飞光纤光缆(06869)跌3.11%，报177.8港元。
消息面上，美国三大AI巨头Anthropic、OpenAI与SpaceXAI罕见联手，集体呼吁放缓AI开发步伐。此外，OpenAI首席执行官萨姆·阿尔特曼Sam Altman表示，OpenAI不会在2026年进行首次公开募股。他表示，鉴于当前围绕人工智能安全问题的诸多进展，现在并不是一个适合上市的时机，公司目前也没有上市压力。
浙商证券指出，该事件短期使AI硬件公司，大模型公司承压。中长期利好AI应用，AI终端公司。中长期AI算力建设（尤其是国产算力）趋势不变。全球Token使用量会继续爆发式增长，对推理算力需求快速提升。
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