AI 相关公司的股价在周二盘后交易中上涨，因服务器制造商 Super Micro Computer Inc. 的强劲初步业绩提振了对该技术支出前景的宽慰。
The shares of AI-related companies rallied in after-hours trading on Tuesday after strong preliminary results from server-maker Super Micro Computer Inc. spurred relief about the outlook for spending on the technology.
与 Super Micro 竞争提供计算设备的戴尔科技公司和惠普企业公司股价均跳涨超过 5%，而所谓的新云公司 CoreWeave Inc. 和 Nebius Group 股价也上涨超过 4%。VanEck 半导体 ETF 上涨 2.2%，跟踪纳斯达克 100 指数的 Invesco QQQ Trust 最多上涨 0.9%。
Dell Technologies Inc. and Hewlett Packard Enterprise Co., which both compete with Super Micro in providing computing equipment, jumped more than 5%, while so-called neocloud companies CoreWeave Inc. and Nebius Group rose more than 4%. The VanEck Semiconductor ETF gained 2.2%, and the Invesco QQQ Trust, an ETF that tracks the Nasdaq 100, rose as much as 0.9%.
本月，人工智能板块因担忧计算基础设施的高速支出不可持续而承压。费城证券交易所半导体指数在十月下跌 11%，有望成为自七月以来表现最差的月份。
The artificial intelligence trade has been under pressure this month amid concerns that break-neck spending on computing infrastructure is unsustainable. The Philadelphia Stock Exchange Semiconductor Index has fallen 11% in October, putting it on pace for its worst month since July.
抛售对向 AI 公司租赁计算容量的 CoreWeave 等公司冲击尤为严重。CoreWeave 通过发行债券为其基础设施扩建融资，其股价本月截至周二收盘已下跌 29%。
The selloff has hit companies like CoreWeave that rent computing capacity to AI companies particularly hard. Shares of CoreWeave, which is funding its infrastructure buildout by issuing bonds, had fallen 29% this month through Tuesday’s close.
今年美国国债收益率上升提升了债务融资成本，而债务融资正日益被用于支持 AI 支出。
Climbing Treasury yields this year have raised costs for debt financing, which is increasingly being used to support AI spending.
Super Micro 表示，截止 9 月 30 日的季度销售额将在 185亿美元至195亿美元之间。彭博社汇编的数据表明，分析师预估的平均收入约为 150亿美元。
Super Micro said sales will be $18.5 billion to $19.5 billion in the quarter that ended on Sept. 30. The average of analyst estimates called for revenue of about $15 billion, according to data compiled by Bloomberg.
同样提振情绪的是埃隆·马斯克的 SpaceX 业绩，该公司季度收入和利润均超出预期，得益于其 AI 和卫星互联网业务的增长。
Also lifting sentiment were results from Elon Musk’s SpaceX, which beat quarterly revenue and profit estimates, driven by growth in its AI and satellite internet businesses.
Super Micro 股价在盘后交易中最高涨幅达 15%，而 SpaceX 上涨 5.6%。
Super Micro shares rose as much as 15% in postmarket trading while SpaceX gained 5.6%.