亚马逊和英特尔财报加剧AI热潮成本担忧 美股科技股和芯片股盘后齐跌

格隆汇
Oct 30
据路透,周四美股收盘后,市场对AI热潮成本的担忧进一步加剧。亚马逊和英特尔的财报表明,这场建设AI基础设施的竞赛不仅令科技公司承压,也开始拖累消费者。亚马逊盘后股价下跌约7%、英特尔盘后大跌约18%。此外,抛售潮迅速蔓延至这两家公司之外。AI云服务提供商CoreWeave、Nebius和Iren盘后跌幅约在6%至7%之间。大型科技公司在支出融资方式上正发生更广泛的转变。庞大的数据中心投资使得曾经负债较轻的公司变成了主要借款人。Alphabet和Meta在9月当季均出现了现金净流出。微软是该阵营中唯一没有烧钱的公司,但也在周四启动了250亿美元的债券发行。科技巨头尚且能够维持这种支出水平,但对于那些为了满足大量积压订单而大举借债的较小AI云公司,投资者已变得愈发谨慎。

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