Market strategists say AI executives are calling for a slowdown in related technology research and development, which may put pressure on chip makers and individual supply chain stocks in the short term; however, investment in computing power infrastructure remains strong, and the long-term impact is limited. In early trading on Monday, the stock price of South Korean memory chip manufacturer Samsung Electronics once fell 4.1%, and its competitor SK Hynix plummeted 5.8%. Investors are evaluating whether shifting from a cutting-edge model to a more prudent R&D strategy will reduce corporate profits. In the Japanese market, chip equipment company Edwin Testing fell 4.7%, and memory chip manufacturer Kioxia Holdings plummeted 9.3%. Calls within the industry to restrain the pace of R&D are getting louder and louder. Anthropic CEO Dario Amodei said on Saturday that the company will add additional safety protection mechanisms, including introducing independent third-party assessments, and called on the entire industry to slow down the pace of development of the most advanced models. OpenAI CEO Sam Ultrman supported the proposal, and xAI's Elon Musk said “Dario was right.” Despite this, demand for chips, energy, and computing power continues to be in short supply, and the current weakening of technology hardware stocks is likely only a short-term phenomenon. Investors such as Gary Tan, Allianz Global Investments' Singapore-based portfolio manager, believe the incident will not have a lasting impact on the industry. Tan said, “This may cause short-term pressure, but it is unlikely to disrupt the long-term investment logic of AI mainline. The AI industry is still in a relatively early stage, and technology is still iterating rapidly. I'm not sure if other companies in the ecosystem are willing to accept the current industry pattern and actively slow down.”

Market strategists say AI executives are calling for a slowdown in related technology research and development, which may put pressure on chip makers and individual supply chain stocks in the short term; however, investment in computing power infrastructure remains strong, and the long-term impact is limited. In early trading on Monday, the stock price of South Korean memory chip manufacturer Samsung Electronics once fell 4.1%, and its competitor SK Hynix plummeted 5.8%. Investors are evaluating whether shifting from a cutting-edge model to a more prudent R&D strategy will reduce corporate profits. In the Japanese market, chip equipment company Edwin Testing fell 4.7%, and memory chip manufacturer Kioxia Holdings plummeted 9.3%. Calls within the industry to restrain the pace of R&D are getting louder. Anthropic CEO Dario Amodei said on Saturday that the company will add additional safety protection mechanisms, including introducing independent third-party assessments, and called on the entire industry to slow down the pace of development of the most advanced models. OpenAI CEO Sam Ultrman supported the proposal, and xAI's Elon Musk said “Dario was right.” Despite this, demand for chips, energy, and computing power continues to be in short supply, and the current weakening of technology hardware stocks is likely only a short-term phenomenon. Investors such as Gary Tan, Allianz Global Investments' Singapore-based portfolio manager, believe the incident will not have a lasting impact on the industry. Tan said, “This may cause short-term pressure, but it is unlikely to disrupt the long-term investment logic of AI mainline. The AI industry is still in a relatively early stage, and technology is still iterating rapidly. I'm not sure if other companies in the ecosystem are willing to accept the current industry pattern and actively slow down.”