据钛媒体消息，新一轮AI热潮似乎出现“熄火”迹象。截至美股周五收盘，被视为“一年十倍股”的AI服务器龙头超微电脑股价一夜暴跌超20%，最新收跌23%，创两个多月新低。与此同时，英伟达股价也下跌10%，是自2020年3月以来股价最低的一天，一夜之间市值蒸发超过2100亿美元（约合人民币1.52万亿元）。
过去一周内，英伟达市值蒸发近3000亿美元，这个数字相当于一个AMD（市值2370亿美元）、两个英特尔（市值1455.85亿美元）以及1.8个宁德时代（市值8393.37亿元）。英伟达作为全球最大的图形处理器（GPU）制造商，其主要业务涵盖了人工智能、游戏、专业可视化等多个领域。此次股价的大幅下跌，引发了市场对AI热潮是否已经到达高点的担忧。
有分析人士指出，AI热潮的熄火可能与近期市场对AI技术发展的担忧有关。虽然AI技术在多个领域展现出了巨大的潜力，但是其发展的速度可能并没有市场预期的那么快。此外，英伟达等公司股价的下跌，也可能是因为市场对其未来业绩的担忧。
然而，也有专家认为，AI热潮并未真正熄火，而是一次正常的调整。他们认为，AI技术的发展仍然具有巨大的潜力，其在医疗、教育、工业等多个领域的应用将会不断拓展。因此，对于长期投资者来说，这可能是一个买入的机会。
总的来说，虽然英伟达市值的暴降引发了市场对AI热潮的担忧，但是AI技术的发展仍然具有巨大的潜力。未来，随着AI技术的不断进步，相信市场将会给出更明确的答案。
英语如下：
**Headline:** US Media Focuses on AI Stock Plunge: NVIDIA’s Market Value Shrinks by $1.5 Trillion Overnight
**Keywords:** AI Frenzy Fizzles, NVIDIA’s Market Value Plunges, Supermicro Stock Tumbles.
**News Content:** # US Concerns Over AI Frenzy Ebbing as NVIDIA’s Market Value Drops by $1.5 Trillion Overnight
According to media reports, the new wave of AI enthusiasm seems to be losing steam. By the end of Friday’s trading in the US, shares of AI server leader Supermicro tumbled by over 20% in one night, closing latest down 23%, hitting a two-month low. At the same time, NVIDIA’s stock also fell 10%, marking the lowest share price since March 2020, with its market value shrinking by over $21 billion (approximately 1.52 trillion yuan) overnight.
In the past week, NVIDIA’s market value has evaporated by nearly $30 billion, a figure equivalent to AMD (with a market value of $23.7 billion), twice that of Intel (with a market value of $14.5585 billion), and 1.8 times that of Ningde Times (with a market value of 839.337 billion yuan). As the world’s largest graphics processing unit (GPU) manufacturer, NVIDIA’s business covers areas such as artificial intelligence, gaming, and professional visualization. The sharp drop in share price has sparked concerns in the market about whether the AI frenzy has peaked.
Analysts suggest that the cooling of the AI craze may be related to recent market concerns about the development of AI technology. Although AI has shown immense potential in various fields, its pace of development may not be as fast as the market expects. Additionally, the decline in share prices of companies like NVIDIA could also be due to market worries about their future performance.
However, experts also believe that the AI craze has not truly fizzled, but is merely undergoing a normal adjustment. They argue that the development of AI technology still holds tremendous potential, and its applications in sectors such as healthcare, education, and industry will continue to expand. Therefore, for long-term investors, this may present an opportunity to buy.
Overall, although the plunge in NVIDIA’s market value has sparked worries about the AI frenzy, the development of AI technology still holds immense potential. With the continuous advancement of AI technology, it is believed that the market will provide a clearer answer in the future.
【来源】https://www.tmtpost.com/7048581.html
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