随着警示信号在该国疯狂 AI 建设的可持续性问题上闪烁红灯，部分投资者正在下调对美国经济增长的预期。
Some investors are dialing back their expectations for US economic growth, as warning signs flashed red over the sustainability of the country’s breakneck AI buildout.
周五，科技股为主的纳斯达克指数进入回调区间，投资者平仓 AI 相关押注。
The tech-heavy Nasdaq slid into correction territory on Friday as investors unwound their AI bets.
英特尔股价暴跌 29%，创下该芯片制造商自 1970 年代以来最大单日跌幅；亚马逊和谷歌财报令人失望后，市场对超大规模数据中心运营商支出的担忧加剧；标普全球将 Meta 的展望下调至“负面”，理由是其高额资本支出。
Intel stock plunged 29%, the chipmaker’s biggest single-day selloff since the 1970s; concerns mounted over hyperscaler spending after disappointing Amazon and Google earnings; and S&P Global revised Meta’s outlook to “negative,” citing its high capex.
一位策略师对彭博社表示，财报不及预期正在引发关于“推动经济的 AI 投资”的“清醒提问”。
Earnings misses are generating “sober questions” about the AI investments powering the economy, a strategist told Bloomberg.
一位投资组合经理对《金融时报》表示：“你在任何经济数据中都找不到增长放缓……但……对 AI 的重新评估意味着对增长预期的重新评估。”
“You can’t find the growth slowdown in any of the economic data,” a portfolio manager told the Financial Times. “But… a reassessment of AI means a reassessment of growth expectations.”
