AI信仰动摇,软件与芯片股双双溃败,AMD暴跌17%,加密货币再度下挫

华尔街见闻
Feb 05

美股市场软件股抛售潮继续蔓延至半导体、AI概念股等整个科技领域,宏观数据好坏参半,未能给市场提供支撑。资金从美股科技和成长股中撤出,轮动至能源、材料等价值板块。盘后谷歌公布了稳健的销售业绩,但支出指引接近翻倍大超预期。高通公司则给出了平淡无奇的营收展望。Arm的销售预测虽然超出大多数预期,但仍未能达到投资者的最高期望。(美股基准股指日内走势)据华尔街见闻,ADP就业数据不及预期,显示劳动力市场降温...

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