行业风向标科技巨头Anthropic和TSMC的亮眼业绩，并未有效缓解市场对于AI板块的悲观情绪，导致相关股票大幅下跌。
Bumper earnings from bellwether tech giants Anthropic and TSMC did little to assuage a market that has turned bearish on the AI trade, sending stocks plummeting.
这家前沿AI实验室表示，其第三季度收入较今年前三个月增长超过三倍，而这家台湾芯片制造商则报告了连续第六个季度创纪录的利润。
The frontier AI lab said its third-quarter revenue grew more than threefold compared to the first three months of the year, while the Taiwanese chipmaker reported a sixth consecutive record quarterly profit.
然而，正如一位分析师所言，至少就Anthropic而言，交易员们“越来越担心维持这种增长所带来的副作用”：即庞大的基础设施建设和为其提供资金的大规模债务发行。其中一家AI云计算提供商的债券收益率甚至达到了15%。标准普尔期货——与亚洲股市一样——也出现了下跌。
Yet as one analyst put it, at least in the case of Anthropic, traders were “increasingly concerned about the side effects of sustaining that growth”: Namely, the huge infrastructure buildout and the massive debt issuance funding it, with one AI cloud computing provider seeing yields on its bonds touching 15%. S&P futures — like Asian stocks — were down.