AI惊魂一日:甲骨文、博通大跌,Fermi差点“一日腰斩”

华尔街见闻
Dec 14

AI的“鬼故事”正在成为现实。就在市场仍为AI的宏大叙事狂欢时,美东时间周五,华尔街上演了残酷的“血色一日”:云巨头甲骨文(Oracle)与芯片霸主博通(Broadcom)双双大跌,更令人瞠目的是,网红AI基建公司Fermi股价盘中竟一度腰斩,暴跌46%。这不仅仅是个别公司的挫折。恐慌情绪如野火般蔓延,直接导致半导体指数暴跌,几乎抹平12月全部涨幅,纳指单日重挫近400点。一夜之间,投资者从对AI...

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