纷纷大跌！“达链”今天掉链子

Core Viewpoint - The "Dachain" concept stocks in the A-share market experienced significant declines, with several stocks dropping over 7% during intraday trading, despite the overall market index surpassing 4000 points at the close [1] Group 1: Market Performance - Stocks such as Shenghong Technology, Jingwang Electronics, and Shiyun Circuit saw intraday declines exceeding 7%, while Industrial Fulian and Zhongji Xuchuang fell over 6% [1] - By the end of the trading session, multiple "Dachain" stocks recorded declines of more than 4% [1] Group 2: AI Computing Sector Decline - The collective drop in the AI computing sector is attributed to concerns over an AI bubble, the release of AI chips by Google, and the impact of open-source models, leading to market panic [3] - Notably, Michael Burry's Scion Asset Management disclosed significant put options on Palantir and Nvidia, which accounted for 80% of the fund's total assets, triggering initial declines in Nvidia's stock price [3] Group 3: Institutional Concerns - The Monetary Authority of Singapore warned of high valuations in certain stock markets, particularly in technology and AI sectors, indicating potential for significant market corrections if optimistic sentiments wane [5] - Goldman Sachs revised its forecast for AI server shipments downward, reflecting concerns over product transition periods and supply-demand uncertainties [5] Group 4: Competitive Landscape in AI Chips - Google is set to release its seventh-generation Tensor Processing Unit (TPU), which is expected to enhance competition against Nvidia in the AI chip market, particularly in AI inference [6][7] - The global AI inference market is projected to reach $150 billion by 2028, with a compound annual growth rate exceeding 40%, significantly outpacing the training market's growth [7]