结果都跌，到底利好了_老虎社区_美港股上老虎

结果都跌，到底利好了谁

谷歌(GOOG.US,GOOGL.US)发布新算法旨在降低内存占用存储概念股应声下跌闪迪(SNDK.US)一度跌8%

谷歌近日发布一系列新算法，旨在显著降低大语言模型及向量搜索引擎运行所需的内存占用，这一举措引发存储产业链股价集体承压。这些算法有望从根本上改善AI系统的运行效率，并降低对高端存储硬件的依赖。美光科技股价一度下跌约4%，西部数据一度下跌约4.4%，希捷科技一度下跌约5.6%，而闪迪跌幅一度达8%。谷歌表示，TurboQuant相关成果将于今年4月在里约热内卢举行的国际学习表征会议上正式发布。

谷歌(GOOG.US,GOOGL.US)发布新算法旨在降低内存占用存储概念股应声下跌闪迪(SNDK.US)一度跌8%

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Mirrokni表示，随着AI在大语言模型与语义搜索等场景中的广泛应用，底层向量量化技术的重要性将持续提升。这些算法有望从根本上改善AI系统的运行效率，并降低对高端存储硬件的依赖。</p><p>受此消息影响，存储与硬盘相关公司股价在周三早盘普遍下跌。<a href=\"https://laohu8.com/S/MU\">美光科技</a>(MU.US)股价一度下跌约4%，<a href=\"https://laohu8.com/S/WDC\">西部数据</a>(WDC.US)一度下跌约4.4%，<a href=\"https://laohu8.com/S/STX\">希捷科技</a>(STX.US)一度下跌约5.6%，而<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>(SNDK.US)跌幅一度达8%。市场担忧，若AI模型对内存依赖下降，可能削弱对存储芯片与硬盘产品的长期需求。</p><p>与此同时，闪迪还宣布已与半导体公司Nanya Technology达成私募认购协议，将进行股权投资，显示行业内部仍在加快整合与布局。</p><p>谷歌表示，TurboQuant相关成果将于今年4月在里约热内卢举行的国际学习表征会议上正式发布。分析人士认为，若相关技术得到广泛应用，可能对AI硬件需求结构产生深远影响，进而重塑存储行业的增长逻辑。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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href=http://www.zhitongcaijing.com/content/detail/1419094.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着人工智能技术持续推进，算力与存储需求成为行业关注焦点。谷歌(GOOG.US,GOOGL.US)近日发布一系列新算法，旨在显著降低大语言模型(LLM)及向量搜索引擎运行所需的内存占用，这一举措引发存储产业链股价集体承压。谷歌此次推出的核心技术包括TurboQuant、量化Johnson-Lindenstrauss变换以及PolarQuant。其中，TurboQuant通过优化向量量化过程中的压缩...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1419094.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU0080751232.USD":"富达环球多元动力基金A","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) 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谷歌(GOOG.US,GOOGL.US)发布新算法旨在降低内存占用 存储概念股应声下跌 闪迪(SNDK.US)一度跌8%

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谷歌(GOOG.US,GOOGL.US)发布新算法旨在降低内存占用存储概念股应声下跌闪迪(SNDK.US)一度跌8%