分析师称，随着投资者对人工智能行业健康状况和油价上涨日益担忧，美债因避险情绪而上涨。
US Treasurys gained in what analysts characterized as a flight to safety by investors increasingly concerned over the health of the AI sector and rising oil prices.
市场担心大型科技公司无法赚取足够资金来覆盖其膨胀的投资，且在大规模基础设施建设中遭遇供应链瓶颈：据报道 OpenAI 已下调其目标估值，韩国芯片巨头 SK 海力士撤回了其某部门的上市计划，汇丰对数百名投资者的调查显示，大多数预期“未来 12 个月内 AI 基础设施支出将出现有意义的放缓”。与此同时，对美以与伊朗战争可能重燃的担忧推动布伦特原油升至 5 月以来最高。
Markets have grown worried that Big Tech firms will not make sufficient money to cover their ballooning investments and are running into supply-chain bottlenecks in their huge infrastructure buildout: OpenAI has reportedly lowered its target valuation, South Korean chip giant SK Hynix pulled a planned IPO of one of its units, and an HSBC survey of hundreds of investors showed a majority expect “a meaningful slowdown in AI infrastructure spending” within the next 12 months. Fears the US-Israel war with Iran will resume, meanwhile, saw Brent crude hit its highest since May.
