美国芯片股周四下跌，因通胀和债务成本上升的担忧加剧。投资者担心，通胀上升可能导致借贷成本增加，尤其是在大力投资人工智能（AI）基础设施的公司。这些担忧加深了芯片股的持续抛售。英伟达股价下跌2%，而超微半导体（AMD）下跌4%。两家公司的跌幅进一步扩大了全球市场半导体股的广泛抛售。闪迪、美光和SK海力士股票下跌。
US chip stocks fell on Thursday as concerns over inflation and rising debt costs increased. Investors worried that higher inflation could lead to expensive borrowing, especially for companies spending heavily on artificial intelligence (AI) infrastructure. The concerns deepened the ongoing sell-off in chip stocks. Nvidia shares fell 2%, while Advanced Micro Devices (AMD) dropped 4%. The decline in both companies extended the wider sell-off in semiconductor stocks across global markets. Sandisk, Micron and SK Hynix stocks fallSandisk shares tumbled 6% on Thursday after falling 5% in the previous session.
闪迪股价周四暴跌6%，此前在上一交易日已下跌5%。闪迪生产闪存产品，并在2026年成为标普500指数表现最好的股票。根据雅虎财经，最新的下跌加剧了其在上一交易日的损失。美光股价下跌4%，韩国芯片制造商SK海力士也出现下跌。两家公司在上一交易日出现亏损后，面临进一步压力。投资者还担心中国芯片制造商的竞争日益激烈。
Sandisk makes flash memory products and has been the S&P 500's top-performing stock in 2026. The latest fall added to its losses from the previous trading session, according to Yahoo Finance. Micron shares dropped 4%, while South Korean chipmaker SK Hynix also recorded a decline. Both companies faced further pressure following losses in the previous session. Investors were also worried about growing competition from Chinese chipmakers.
这进一步加剧了存储芯片股的下跌。台积电（TSMC）的强劲业绩和创纪录利润未能提振投资者信心。台积电是全球最大的代工芯片制造商，为其他公司生产芯片。其报告显示业绩强劲，因为对AI芯片的需求仍然高涨。然而，其股价周四仍下跌4%，因芯片股持续下跌。CoreWeave股价暴跌15%，因AI放缓担忧和债务问题加剧而进一步下跌。
This added to the fall in memory-chip stocks. Strong earnings and record profits at Taiwan Semiconductor Manufacturing Company (TSMC) failed to lift investor confidence. TSMC is the world's largest chipmaker that makes chips for other companies. It reported strong results as demand for AI chips remained high. However, its shares still fell 4% on Thursday as chip stocks continued to fall. CoreWeave stock crashes 15%, falls further as AI slowdown fears and debt woes hitAI debt worries weigh on chip stocksOne reason for the fall was concern about the high cost of borrowing money for companies with large debts.
AI债务担忧压制芯片股。下跌的一个原因是担心负债较高的公司借款成本高昂。许多公司正在投入巨额资金，以构建人工智能所需的技术和计算系统。
Many companies are spending huge amounts of money to build the technology and computing systems needed for AI.
根据雅虎财经的报道，投资者越来越担心，如果借贷成本保持高位，这些公司将如何管理其债务。美国通胀上升引发对美联储利率的担忧。高于预期的通胀加剧了这些担忧，并引发了对美联储下一步决策的质疑。投资者担心，物价上涨可能使美国央行更难以放松货币政策，从而可能导致借贷成本长期保持高位。9月份美国批发通胀升幅自2022年以来最快。
Investors are increasingly concerned about how these companies will manage their debt if borrowing costs remain high, according to Yahoo Finance.US inflation raises Fed rate concernsHigher-than-expected inflation added to these concerns and raised questions about the Federal Reserve's next decision. Investors were worried that rising prices could make it harder for the US central bank to ease monetary policy, potentially keeping borrowing costs higher for longer.US wholesale inflation in September rose at its fastest pace since 2022.
这一增长加剧了人们对企业可能面临更高贷款成本的担忧。批发通胀衡量生产者所获价格的变化，可反映经济中的价格压力。CoreWeave股价因债务成本上升而进一步下跌。对AI基础设施支出的担忧也使英伟达支持的CoreWeave承受压力。CoreWeave是一家提供AI相关工作负载计算基础设施的新云公司。其债券收益率飙升引发了对其高负债资产负债表以及利率上升影响的担忧。
The increase added to fears that businesses could face higher lending costs ahead. Wholesale inflation measures changes in prices received by producers and can provide an indication of price pressures in the economy. CoreWeave shares extend losses amid rising debt costsConcerns about AI infrastructure spending also put Nvidia-backed CoreWeave under pressure. CoreWeave is a neocloud company that provides computing infrastructure for AI-related workloads. A spike in the yields on its bonds raised concerns about its debt-heavy balance sheet and the impact of rising interest rates.
周四，CoreWeave股价一度下跌7%，延续了前一交易日的大幅下跌。该股周三已跌超16%。雅虎财经称，最新下跌反映了投资者对该公司债务、债券收益率上升以及持续通胀的持续担忧。对芯片公司而言，更广泛的担忧是：如果借贷变得更昂贵，大规模投资AI基础设施是否仍能在财务上保持可持续性。随着通胀上升和债券收益率对高负债公司造成压力，即使是强劲的业绩和对AI芯片的需求，也未能在周四提振几只主要半导体股票。
CoreWeave shares fell as much as 7% on Thursday, extending a sharp decline from the previous session. The stock had already lost more than 16% on Wednesday. The latest fall reflected continued investor concerns about the company's debt, higher bond yields and persistent inflation, according to Yahoo Finance. The broader concern for chip companies is whether heavy investment in AI infrastructure can remain financially sustainable if borrowing becomes more expensive. With inflation rising and bond yields putting pressure on debt-heavy companies, even strong earnings and demand for AI chips were not enough to lift several major semiconductor stocks on Thursday.