SpaceX股价暴跌或预示AI业务无价值

SpaceX股价下跌及分析师对AI业务价值的质疑，可能引发市场对AI板块估值泡沫的担忧，利空A股AI相关公司。 {"impact":"SpaceX股价下跌及分析师对AI业务价值的负面判断，可能引发市场对AI板块估值泡沫的担忧，整体利空A股AI概念股。","bull":[],"bear":[{"name":"寒武纪","code":"688256","reason":"AI芯片龙头，估值受市场情绪冲击"},{"name":"中际旭创","code":"300308","reason":"光模块核心供应商，AI需求预期转弱"},{"name":"浪潮信息","code":"000977","reason":"AI服务器龙头，下游需求预期承压"}]}