
人工智能焦虑情绪回归,推动纳斯达克期货周二走低,韩国Neocloud公司Elice Inc.首日上市大跌,引发市场对全球AI热潮可持续性的担忧。投资者也在密切关注本周密集发布的科技股财报,包括盘后将公布业绩的SpaceX和Netflix Inc.。
The return of artificial-intelligence angst pushed Nasdaq futures lower on Tuesday, as South Korean neocloud company Elice Inc.’s debut tanked, spurring concern about the sustainability of the global AI boom. Investors are also on edge ahead of a spate of tech earnings this week, including SpaceX and Netflix Inc. after the bell.
截至纽约时间上午7:57,纳斯达克100指数期货下跌0.7%,标普500指数期货下跌0.3%。布伦特原油攀升至五个月高位,交易价格接近每桶111美元,交易员权衡伊朗袭击阻碍能源流动的威胁,这增加了股市面临的潜在压力,投资者正密切关注通胀形势。
Nasdaq 100 futures slipped 0.7% as of 7:57 a.m. in New York, while S&P 500 contracts fell 0.3%. Brent oil also climbed to a five-month high, trading near $111 a barrel as traders weighed the threat of Iranian strikes hampering energy flows, adding to potential pressure on stocks as investors eye inflation.
Elice令人意外的32%暴跌,引发了对AI估值的质疑,也让人想起上周Neocloud公司CoreWeave Inc.债务跌至通常预示困境的水平所引发的担忧。
Elice’s surprising 32% plunge raised doubts about AI valuations and recalled last week’s concern over neocloud company CoreWeave Inc.’s debt tumbling to levels that typically indicate distress.
法国巴黎银行分析师Daniel Wang和Stefan Slowinski在周一盘后报告中写道:“投资者信心的长期恶化”可能比CoreWeave偿还现有债务的能力构成更大的风险。
“A prolonged deterioration in investor confidence” may be a bigger risk than CoreWeave’s ability to service existing obligations, BNP Paribas analysts Daniel Wang and Stefan Slowinski wrote in a Monday post-market note.
财报季正在升温,投资者关注Netflix能否阻止股价下滑,今年以来其市值已蒸发超过1350亿美元;盘前交易中Netflix股价上涨0.4%。SpaceX下跌1.1%;该股周一收盘上涨1.3%,此前埃隆·马斯克承诺向每个美国儿童赠送一股股份。
Earnings season is heating up, with investors watching for whether Netflix can stop a slide that’s erased more than $135 billion in market value this year; shares were up 0.4% in premarket trading. SpaceX fell 1.1%; the stock had closed 1.3% higher on Monday, after Elon Musk pledged to gift a share to each American child.

在个股交易中,Loop Capital Markets将苹果公司评级从买入下调至持有,理由是iPhone出货量减少,导致苹果表现逊于“美股七巨头”同行。
In single-stock trading, Apple Inc. underperformed Magnificent Seven peers after Loop Capital Markets downgraded shares to hold from buy, citing iPhone shipment reductions.