【投资者疑虑加深抛售股票 科技巨头须证明AI领域大手笔支出的合理性】继上周芯片股暴跌和科技股遭全面抛售之后，在人工智能领域大手笔支出的公司面临着越来越大的压力，他们需要向那些按耐不住急于脱手股票的交易员证明公司支出的合理性。一个月前推动股市创下历史新高的AI热潮显然正在消退。信息技术板块在上周标普500指数中表现最差，下跌1.6%；纳斯达克100指数下跌4.1%。芯片股是主要拖累者，费城证券交易所半导体指数下跌10%，创出自2025年4月以来的最糟糕的一周。甚至连埃隆·马斯克的SpaceX也在遭受打击，上周暴跌15%，而此前一周就已经下跌了10%，跌破首次公开募股价格并较峰值抹去1万亿美元市值。“投资者们开始对目前的资本开支规模感到不安，他们担心会出现泡沫，”Allspring Global Investments的投资组合经理Jake Seltz表示。“归根结底，我们需要看到收入再次加速增长。”
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