芯片股与数据中心概念遭遇重挫

投资观察
Aug 19

周二,债市抛售潮推高了借贷成本,这一连锁反应迅速波及人工智能供应链,从芯片制造商到承包工程企业,再到独立电力生产商,众多公司的股价均感受到剧烈阵痛。

其中,CoreWeave和Sandisk(即西部数据)的跌幅尤为惨重,而美光科技也紧随其后,未能幸免。工业巨头卡特彼勒同样遭受重创,此外,Talen Energy股价暴跌11%,成为当日跌幅最深的个股之一。

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