美国股指期货下跌，半导体股抛售进一步加剧，促使投资者转向市场其他板块寻求机会。

　　截至纽约时间凌晨4时31分，以科技股为主的纳斯达克100指数期货下跌2.2%，标普500指数期货跌1.1%。盘前交易中，英伟达领跌科技七巨头，费城半导体指数则逼近技术性熊市，并势将延续周四跌势。

　　尽管标普500指数周四收跌0.5%，但指数成分股中仍有369只上涨、132只下跌，显示尽管芯片股持续下挫，市场整体广度依然稳健。

　　巴克莱策略师Venu Krishna在一份报告中写道，“市场对AI资本支出的热情开始降温，但从股价表现来看，半导体板块仍然是表现强劲的板块，而软件板块依旧落后，这表明近期的资金轮动只是渐进式的，而非决定性的风格切换。”

　　持续数年的全球人工智能投资热潮，再次引发投资者对估值过高以及资本支出可持续性的担忧。与此同时，韩国杠杆资金推动的投资热潮导致市场波动率创下历史新高。

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