人工智能交易命运的关键财报季表现平平，引发全球芯片制造商股价下跌，对高昂成本和需求持续性的担忧日益加剧。
A crucial earnings season for the fate of the artificial intelligence trade is falling flat, fueling stock losses in global chipmakers as worries mount over soaring costs and the durability of demand.
最新的诱因包括亚马逊公司（Amazon.com Inc.）的巨额资本支出数据，以及英特尔公司（Intel Corp.）低于预期的销售预测，原因是个人电脑处理器需求疲软。这些进一步加剧了对资助AI热潮的惊人成本以及这些巨额投资是否会有回报的担忧。
The latest triggers included massive capital spending figures at Amazon.com Inc. and a weaker-than-expected sales forecast from Intel Corp. on sputtering demand for PC processors. These further fanned concern over the staggering cost of financing the AI boom and whether those massive investments will pay off.
彭博社的亚洲芯片制造商指数周五下跌1.8%。其中最大的拖累是，韩国SK海力士公司（SK Hynix Inc.）和日本安集电子公司（Advantest Corp.）跌幅均超过6%。
A Bloomberg gauge of Asian chipmakers dropped 1.8% Friday. Among the biggest drags, South Korea’s SK Hynix Inc. and Japan’s Advantest Corp. fell more than 6% each.
“这个财报季对AI参与者来说很艰难，大多数公司在AI泡沫和通胀担忧的背景下受到惩罚，”投资策略师兼Floodlines Research创始人胡安娜（Anna Wu）表示。“更高的融资成本和信用风险最终可能迫使超大规模云服务商放缓其建设步伐。”}{
“This earnings season has been tough on AI players, with most getting punished against a backdrop of AI bubble and inflation fears,” said Anna Wu, an investment strategist and founder of Floodlines Research. “Higher funding costs and credit risk could eventually force hyperscalers to slow their build-out.”
