“DeepSeek冲击”后最大抛压!美国AI巨头举债豪赌算力,华尔街买账吗

第一财经
Nov 17, 2025

过去一周,人工智能(AI)热门股经历了抛售潮,高盛称之为“DeepSeek冲击”以来最大的动能回撤。据第一财经记者了解,高盛交易台的信息显示,电力瓶颈可能拖慢美国在AI竞赛中的步伐,对AI“支出太多、收益太少”的怀疑日益增长、软银抛售英伟达、美联储12月降息概率下降等导致AI股遭遇抛售。上周四,任何被认为存在商业模式瑕疵、估值过高的股票都承受巨大抛压:甲骨文跌4%,CoreWeave跌16%,...

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