
周一,纳斯达克指数上涨,因为投资者重新回到芯片股,此前对AI热潮可持续性的担忧引发了上周的抛售。
The Nasdaq rose Monday as investors rotated back into chip stocks, after fears over the sustainability of the AI boom fueled last week’s selloff.
随着投资者等待Meta周三的财报,AI交易的动能正在增强——Meta凭借巨额投资在AI领域取得了进展。
Momentum in the AI trade comes as investors await Wednesday’s earnings report from Meta — which has gained in AI on the back of massive investments.
“在这次抛售之前,我认为投资者一直假设所有的AI投资都将获得回报,”一位分析师对CNBC表示。
“[Before] this selloff, I think investors were assuming that all AI investments were going to pay off,” an analyst told CNBC.
市场波动导致今年多家科技IPO被推迟,除非是Anthropic的IPO可能例外。但投资者的“紧张情绪”意味着他们能够提前看到疲态并变得更加挑剔,东南亚最大银行的首席执行官对Semafor表示。“市场在说话,这不是件坏事。”}
The market volatility has caused several tech IPOs, except possibly Anthropic’s, to be delayed this year. But investors’ “jittery nerves” mean they can see the weakness coming and are becoming more discerning, the CEO of Southeast Asia’s largest bank told Semafor. “The market’s speaking and it’s not a bad thing.”
