半导体股周四大幅下挫，延续了近期的抛售潮，因民主党在中期选举中大获全胜后，投资者对人工智能交易转为怀疑态度。
Shares of semiconductor stocks plunged on Thursday, extending a recent selloff as investors turn skeptical on the artificial intelligence trade after the Democrats dominated the midterm elections.
费城证券交易所半导体指数（SOX）下跌9.2%，有望创下自6月以来最糟糕的单日表现。该指数本周累计下跌约12%，将是自2025年4月以来最差的周表现，并有望连续第五周下跌，为自那时以来最长的连跌纪录。
The Philadelphia Stock Exchange Semiconductor Index was down 9.2%, putting it on pace for its worst day since June. The index, known as the SOX, is down about 12% this week, which would be its worst performance since April 2025, and is on track for a fifth straight weekly drop, its longest streak since then.
民主党在周二的中期选举中夺得参众两院控制权，许多选民表示反对数据中心。在得克萨斯州，当选州长吉娜·伊诺霍萨呼吁立即暂停数据中心开发。
Democrats took control of the Senate and House of Representatives in Tuesday’s midterm elections, with many voters indicating their opposition to data centers. In Texas, Governor-elect Gina Hinojosa has called for an immediate moratorium on data center development.
数据中心是AI基础设施的关键组成部分，内部填满了成排的半导体。若数据中心支出放缓，未来几年将对芯片制造商产生巨大影响。
Data centers are a critical component of AI infrastructure, and they are filled with racks of semiconductors. Should spending on data centers slow, it would have massive ramifications for chipmakers over the coming years.
在个股表现方面，英伟达盘中最多下跌7.5%，为自2025年4月以来最差单日跌幅。超威半导体重挫15%，美光科技跌13%，博通跌7.2%，英特尔跌9.2%。与此同时，高通因业绩令人失望暴跌10%，Arm Holdings因自身财报下跌13%。
Among notable movers, Nvidia Corp. fell as much as 7.5%, the worst intraday drop since April 2025. Advanced Micro Devices Inc. slumped 15%, Micron Technology Inc. lost 13%, Broadcom Inc. dropped 7.2% and Intel Corp dropped 9.2%. Meanwhile, Qualcomm Inc. tumbled 10% in the wake of disappointing results, while Arm Holdings Plc shed 13% on its own report.
抛售蔓延至芯片制造商以外的其他AI交易板块。存储公司西部数据和希捷科技跌幅均超14%，所谓的新云计算公司CoreWeave和Nebius Group NV也大幅下跌。
The selloff extended beyond chipmakers to other parts of the trade. Memory storage companies Western Digital Corp. and Seagate Technology Holdings Plc slid more than 14%, and so-called neocloud companies CoreWeave Inc. and Nebius Group NV were down significantly as well.
不过，华尔街并非所有人都对芯片股彻底放弃。例如，德意志银行表示该板块具有吸引力，尤其是相对于软件板块。
However, not everyone on Wall Street is throwing in the towel on chipmakers. Deutsche Bank, for instance, said the group is attractive, especially relative to the software sector.