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[Anthropic’s warning on artificial intelligence may put chip stocks under pressure, but the long-term impact is expected to be limited] On September 13, market observers pointed out that the remarks of artificial intelligence executives calling for slowing down technology development may put pressure on chip manufacturers and supply chain stocks in the short term, but given that computing infrastructure spending is still strong, the long-term impact may be limited. The tech-heavy Nasdaq 100 is down more than 4% from its June record, while U.S. chip stocks are down 14% and Asian technology stocks are down nearly 8%. The benchmark S&P 500 and MSCI's global stock index both edged up about 0.6% during the period. Some investors believe that the slowdown in AI development could ultimately have a positive impact on the industry, giving companies more time to reap returns from the infrastructure they have already built.
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