【美国股市早盘乏力 芯片股延续跌势】美国股市早盘走势乏力，芯片股持续遭抛售，使投资者质疑人工智能交易的前景。纽约时间10:04，标普500指数基本持平，纳斯达克100指数跌0.9%，道指上涨0.6%。芯片巨头的跌势进入第八天，也是2008年以来的最长。CoreWeave Inc.大跌7.5%，市场持续担忧，大规模AI基础设施建设是否已经过度，跑在了企业实现投资回报能力之前。此前，美联储主席凯文·沃什在国际货币基金组织年会期间发表讲话，但并未打消市场对美联储将在本月底维持利率不变的预期。摩根大通全球市场情报主管Andrew Tyler写道：“美联储主席沃什昨晚在IMF的讲话强化了市场对10月按兵不动的预期。我们仍将重点关注有选择地逢低买入的机会。”Annex Wealth Management的Brian Jacobsen表示：“本周最有意思的并不是通胀数据或美联储表态，而是市场对此作出的反应。当一些AI相关股票回落时，投资者把资金转向医疗保健、金融、原材料以及小型股，而这些板块的表现相对更为坚挺。”美国银行的Michael Hartnett认为，未来几周避险情绪料将主导市场，投资者将寻求躲避AI交易降温、利率上升以及美国中期选举相关波动带来的风险。
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