Meta拟出租闲置算力冲击芯片股
2026-07-02 02:14:04
Meta宣布打造“Meta Compute”，将把闲置数据中心算力对外出租，消息推动其股价一度升至600美元上方并上涨近9%。据 BeInCrypto 报道，该举动被视为AI算力从“稀缺”转向“供给预警”，拖累半导体与“neocloud”板块市值单日蒸发数十亿美元；7月1日美光跌超10%，SanDisk、英特尔、AMD跌6.9%至10.6%，英伟达跌1.25%，CoreWeave与Nebius分别跌14%和17%。抛售亦外溢至亚洲，三星电子与SK海力士早盘分别跌超7%和9%，韩国KOSPI触发再次停牌。
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