港股AI应用股盘初全线重挫，智谱、群核科技跌超10%，MINIMAX、小马智行、文远知行跌超8%，滴普科技跌超6%，金山云、海致科技、海清智元跌超5%。
消息面上，美东时间周四，美股三大指数集体大幅下挫，道指跌3.44%，纳指跌5.52%，标普500指数跌4.35%并创下自2025年4月以来最大单日跌幅。
对于与AI基础设施投资密切相关的企业而言，市场环境正在进一步恶化。利率持续走高、资本支出需求急剧膨胀，以及民主党在国会选举中取得重大胜利等因素叠加，引发投资者越来越多的担忧：市场上大批企业可能陷入债务负担过重、收入增长不足的困境。
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