
英伟达、AMD和美光的股价周四大幅下跌,因投资者对巨额AI基础设施支出可持续性的担忧加深。全球科技硬件股的抛售也蔓延至亚洲市场。
Nvidia, AMD and Micron shares fall as AI chip stock sell-off deepens Shares of Nvidia, AMD and Micron fell sharply on Thursday as investor concerns deepened over the sustainability of massive AI infrastructure spending. The sell-off in global technology hardware stocks spread to Asian markets as well.
英伟达、AMD和美光的股价周四暴跌,投资者对投入人工智能基础设施的巨额资金是否能够收回回报感到日益不安。对数据中心需求的怀疑使芯片制造商的抛售进一步加剧。
Shares of Nvidia, AMD and Micron tumbled on Thursday as investors grew increasingly uneasy about whether the enormous sums being poured into artificial intelligence infrastructure will ever pay off. The sell-off among chipmakers deepened on doubts about data-centre demand.
这种压力蔓延至亚洲市场,拖累了存储芯片制造商SK海力士和三星,同时对软银AI相关投资的担忧再次升温。分析师表示,经过长时间的上涨后,整个行业的估值可能已被拉高。
The pressure spread to Asian markets, dragging down memory-chip makers SK Hynix and Samsung alongside renewed concern over SoftBank's AI-related investments. Analysts said valuations across the sector may have become stretched after a long rally.
此次下跌紧随与AI热潮相关的科技股数月的涨势。市场观察人士称,未来几个季度的关键问题是AI支出何时以及是否能够转化为相应的利润。
The decline follows months of gains for technology stocks tied to the AI boom. Market watchers say the key question for coming quarters is when, or whether, AI spending translates into matching profits.