社交媒体公司Snap Inc（SNAP）今日盘中股价大幅下挫，跌幅达12.28%，引起了市场广泛关注。
消息面上，此次下跌主要源于市场对人工智能（AI）领域巨额资本支出的普遍担忧。据报道，谷歌母公司Alphabet表示可能将2026年的AI相关资本支出大幅增加，这引发了投资者对科技公司巨额投资能否转化为实际利润的疑虑，导致科技板块遭遇抛售潮。Snap作为科技股一员，尽管公司基本面近期有积极表现，但仍未能免受市场整体情绪的影响。
值得指出的是，Snap此前公布的第四季度财报显示营收超预期并意外实现盈利，同时公司董事会批准了5亿美元的股票回购计划，且有分析师将其评级上调至“买入”。然而，在今日的盘中交易中，这些正面因素似乎被市场对行业前景的担忧情绪所掩盖。
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