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盘前：美股存储股下挫 CoreWeave跌逾4%上周暴跌超25%

环球市场播报
Oct 20

　　周二美股期货涨跌分化。美股前一交易日整体收涨，但AI相关标的再度遭遇抛售。

　　截至发稿，标普500期货下跌0.4%，纳斯达克100期货下挫0.8%，道琼斯工业平均指数期货跌66点，跌幅0.1%。

　　美光科技、闪迪各跌约3%；希捷科技、英特尔、AMD跌幅均超2%。VanEck半导体ETF（SMH）回落超1%，CoreWeave大跌逾4%。

　　韩国AI企业Elice隔夜上市首日暴跌超30%，打击了科技股情绪。随着债务与需求端担忧升温，投资者近期一直在担心AI行情能否持续。

　　美股周一常规交易时段，标普500上涨0.4%，纳斯达克综合指数涨幅超1%。英伟达收涨1.4%，特斯拉大涨3.8%，Alphabet上涨约1%。

　　这是在上周大跌后的一轮反弹。此前市场担忧企业大举举债投入AI算力建设，抛售压力扩散至大盘。

　　盈透证券高级经济学家 Jose Torres撰文表示：“上周五，在抛售潮加剧前夕，波动率对冲成本盘中飙升；如今市场对科技前景的信心修复，交易对手纷纷撤掉对冲仓位，华尔街松了一口气。”

　　CoreWeave上周暴跌超25%，高盛将其上调至买入评级后，该股一度试图收复部分失地，但早盘涨幅很快消退，最终小幅收跌。

　　美股隔夜收涨的背景下，亚太股市周二走低。韩国综合指数（Kospi）下跌3.73%；日经225指数跌1.3%；澳大利亚标普/ASX 200指数下跌0.33%，报8816.9点。

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