11月4日，人工智能相关股票夜盘交易中下跌，原因是美国2026年中期选举初步计票结果显示民主党势头强劲，市场对"蓝色浪潮"横扫国会两院的押注急剧升温，市场担心选举结果可能导致数据中心建设面临更严格监管。
半导体板块普跌，英特尔、迈威尔科技跌超4%，博通、高通、安森美半导体跌超3%，阿斯麦跌超2%；
存储概念股普跌，SK海力士、闪迪、西部数据跌超5%，美光科技、希捷科技、慧荣科技跌超4%；
光通信概念股普跌，Astera Labs跌超6%，Lumentum跌超5%，Credo跌超4%，Ciena科技、Coherent、Fabrinet跌超3%；
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