全球AI相关股票周一遭遇重挫，引发这一波抛售的是多位顶级AI实验室领导人对行业发展步伐的警告。2Anthropic首席执行官达里奥·阿莫迪发表文章呼吁放缓AI开发，声称"建造速度过快是鲁莽的"，并警告失控的AI代理可能通过"接管整个互联网"造成数百亿美元的损害。2OpenAI首席执行官山姆·奥特曼、谷歌DeepMind首席德米斯·哈萨比斯和SpaceX老板埃隆·马斯克均表示支持这一立场。2
市场的反应立竿见影。2软银股价下跌13%，台积电下跌1.2%，纳斯达克期货下跌1.3%。2芯片类股票同样受到冲击，包括美光、SanDisk、英特尔和AMD等公司的股价都出现下滑。4此外，韩国KOSPI指数跌幅达3%。2
对于这些放缓呼吁，并非所有人都表示赞同。2特朗普表示反对这一立场，认为"我们在AI方面领先中国"，并强调"谁赢得AI，谁就赢得一切"。2德意志银行分析师吉姆·瑞德也指出，"企业和国家之间的竞争态势依然激烈"。2
在应对安全问题方面，山姆·奥特曼承诺在OpenAI内部嵌入外部评估员来验证安全实践。2与此同时，有报道称Anthropic本季度有望实现盈利，调整后营业收入将连续第二个季度为正。2
Tech industry leaders have sparked a market selloff by publicly advocating for a deceleration in artificial intelligence development.2 Anthropic CEO Dario Amodei stated that "building too fast is reckless," warning that uncontrolled AI agents could cause hundreds of billions of dollars in damage by potentially taking over the internet.2 His position has been endorsed by OpenAI CEO Sam Altman, Google DeepMind head Demis Hassabis, and SpaceX founder Elon Musk.2
The calls for a slowdown have triggered significant market volatility across multiple sectors. SoftBank shares fell 13%, while Taiwan Semiconductor Manufacturing Company declined 1.2%, and Nasdaq futures pointed to a 1.3% drop.2 Chip stocks including Micron, SanDisk, Intel, and AMD have also experienced declines following Anthropic's announcement.4 South Korea's KOSPI index fell 3% in response to the broader market concerns.2 The selloff reflects investor reassessment of the AI industry's trajectory and near-term prospects.
In response to the slowdown rhetoric, Altman has committed to embedding external auditors within his company to verify safety practices.2 Amodei's position, outlined in an article titled "We Must Pace the Frontier," contrasts sharply with some political voices; former President Trump has opposed calls to slow AI development, stating that "whoever wins AI, wins."2 Meanwhile, Deutsche Bank analyst Jim Reid noted that "the competitive race between companies and countries remains intense," underscoring the tension between safety concerns and competitive pressures.2
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