美股市场重新评估AI热潮的可持续性,纳指创6月以来最大跌幅

格隆汇
3 hours ago
随着投资者愈发担忧人工智能领域不断飙升的支出难以持续,美国科技股大幅下挫。纳指周四下跌2.6%,创下6月以来最大单日跌幅。与此同时,蓝筹股相对集中的道指涨0.02%。由于市场担忧科技企业在AI领域的巨额投入,多只主要AI概念股走低。Meta(META.O)跌7%,此前该公司披露,未来还将承担大笔额外支出承诺。尽管Meta营收大幅增长,但利润仍未达到华尔街预期。投资者兼分析师纳维利尔表示:“这一切都要追溯到Meta。现在的问题是,市场正在不分青红皂白地抛售,把好东西也一并抛弃了。”进一步加剧市场对AI支出担忧的是,英伟达CEO表示,AI缺乏足够的资本来支持所谓“新型云服务商”(Neoclouds)的增长。这类企业主要为Meta和亚马逊等大型AI云计算企业提供数字基础设施。SpaceX、英伟达和CoreWeave股价均出现下跌。费城半导体指数暴跌6.7%。鉴于本周AI板块持续动荡,美国投资者正转向债券市场寻求避险,以规避科技股等风险较高的资产。随着资金涌入债券市场,美国国债收益率大幅下降。

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