周一，美国芯片股惨遭重挫，导火索是中国内存芯片制造商CXMT（长鑫存储）在股市亮相后，其股价飙升如同坐上了火箭。但这，不过是压垮焦虑投资者神经的最新一桩事件。
此外，还有两件事同样令人揪心：
其一，苹果公司一直在游说特朗普政府，希望能在部分产品中使用来自中国的内存芯片。
其二，谷歌在上周发布的第二季度财报中，披露了其负现金流状况，这直接引发了一轮抛售潮。
“市场渴望看到支出，但若想让半导体类股稳住阵脚，这种增长必须是负责任的，”D.A. Davidson的研究主管Gil Luria一针见血地指出。他补充道，有可能让投资者重拾信心的，是向来行事谨慎的微软。如果微软在发布财报时宣布大幅增加资本支出，那或许能起到镇静作用。但反之，“如果微软表示明年的资本支出将下滑，那可就天下大乱了。”
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