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投资者担忧AI过度支出,科技股下跌Tech stocks slide as investors fret AI overspending

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伊莱贾·努韦拉热/路透社Elijah Nouvelage/Reuters

科技股因担忧AI相关股票的历史性飙升可能出现转折而下跌,投资者对正在进行的巨额建设融资提出质疑。

Tech stocks fell on concerns that a historic surge in AI-related shares may be turning, as investors questioned the financing of the huge buildout underway.

韩国市场——高度依赖三星和SK海力士等芯片巨头——出现剧烈抛售,带动亚洲科技股下跌。

South Korea’s market — heavily exposed to chip giants Samsung and SK Hynix — sold off sharply, leading a decline in Asian tech shares.

投资者似乎对投资AI数据中心日益警惕:贝莱德研究部门下调了对由科技驱动的美国股市前景;澳大利亚一家获英伟达支持的数据中心运营商撤回了IPO申请;债市投资者要求科技公司债务提供更高溢价。

Investors appear to have grown wary of investment in AI data centers: BlackRock’s research arm downgraded its outlook for tech-driven US stock markets, an Australian Nvidia-backed data center operator withdrew its IPO, and bond-market investors demanded increasing premiums for debt from tech firms.

“很多投资者根本不知道自己在投资什么,”博通CEO本周表示,“结果发现这几乎就像他们在赌场里。”

“A lot of investors have no clue what they are investing in,” Broadcom’s CEO said this week, “only to find out that it’s almost like they are in a casino.”