美国股市周四大幅下跌，科技股和半导体股领跌。纳斯达克指数有望进入回调区间，投资者抛售芯片制造商股票以及与人工智能（AI）数据中心相关公司的股票。
US stocks fell sharply on Thursday, with technology and semiconductor shares leading the losses. The Nasdaq was on track to enter correction territory as investors sold shares of chipmakers and companies linked to artificial intelligence (AI) data centres.
这波急跌出现在美国股市周三录得强劲反弹的第二天。民主党在美国中期选举中大获全胜，政治不确定性缓解，周三提振了投资者信心，但周四市场转跌。
The sharp fall came a day after US stocks recorded a strong rally following the Democrats' sweeping victory in the US midterm elections. The easing of political uncertainty had boosted investor confidence on Wednesday, but the market turned lower on Thursday.
纳斯达克综合指数在主要指数中跌幅居前。据路透社报道，美东时间上午9点57分，纳斯达克指数下跌795.08点，跌幅3.09%，报24941.44点。标普500指数同样大幅下挫。该指数下跌127.74点，跌幅1.66%，报7560.88点。
The Nasdaq Composite led the losses among major indexes. At 9:57 am ET, the Nasdaq fell 795.08 points, or 3.09%, to 24,941.44, Reuters reported. The S&P 500 also recorded a sharp fall. The index dropped 127.74 points, or 1.66%, to 7,560.88 at 9:57 am ET.
道琼斯工业平均指数也下跌。同一时间，该指数下跌351.87点，跌幅0.66%，报53004.25点。芯片股领跌华尔街高通股价暴跌9%，此前这家芯片制造商对第四季度智能手机芯片销售的预期不及华尔街预估。该公司面临需求疲软，且来自与苹果相关业务的收入下降。
The Dow Jones Industrial Average declined as well. It fell 351.87 points, or 0.66%, to 53,004.25 at the same time. Chip stocks lead Wall Street lossesQualcomm shares plunged 9% after the chipmaker's fourth-quarter forecast for smartphone chip sales fell short of Wall Street estimates. The company faced weak demand and declining revenue from its business linked to Apple.
更广泛的半导体指数跌幅扩大，下跌7.1%。据路透社报道，英伟达、超威半导体（AMD）、英特尔和美满电子科技等主要芯片制造商股价下跌，拖累了该指数。
The wider semiconductor index also extended its losses, falling 7.1%. Major chipmakers, including Nvidia, Advanced Micro Devices (AMD), Intel and Marvell Technology, contributed to the decline, Reuters reported.
芯片股下跌还与对AI行业前景以及美国各地数据中心快速扩张的担忧有关。
The fall in chip stocks was also linked to concerns about the future of the AI industry and the rapid expansion of data centres across the US.
投资者担心，民主党在选举中获胜可能会给AI数据中心项目带来更严格的审查。
Investors were concerned that the Democrats' election victory could bring greater scrutiny of AI data centre projects.
路透社报道，民主党在一些重要的数据中心州获胜，这些地方公众对该行业快速扩张的反对声日益高涨。瑞士盈丰银行高级分析师伊佩克·奥兹卡德斯卡娅表示，特朗普政府过去两年对人工智能发展的额外推动现在可能会被缩减。奥兹卡德斯卡娅还表示，在新的政治形势下，人工智能基础设施的快速扩张可能面临更严格的审查。
Democrats won in some important data centre states, where public opposition to the industry's rapid expansion has been growing, Reuters reported. Ipek Ozkardeskaya, senior analyst at Swissquote Bank, said the Trump administration's additional push for AI development over the past two years could now be scaled back. Ozkardeskaya also said the rapid expansion of AI infrastructure could face greater scrutiny under the new political situation.
她补充说，围绕人工智能交易的一些问题几乎没有受到现任政府的关注。人工智能数据中心公司和供应商下跌运营人工智能数据中心的企业录得严重亏损。据路透社报道，IREN、Hut 8和Applied Digital的股价下跌了6%至11%。人工智能云计算公司CoreWeave和Nebius Group也大幅下挫。CoreWeave股价下跌9.3%，而Nebius Group下跌13.4%。
She added that some issues surrounding the AI trade had received little attention from the current administration.AI data centre companies and suppliers fallCompanies operating AI data centres recorded heavy losses. Shares of IREN, Hut 8 and Applied Digital fell between 6% and 11%, Reuters reported.AI cloud computing companies CoreWeave and Nebius Group also suffered sharp declines. CoreWeave shares dropped 9.3%, while Nebius Group fell 13.4%.Companies supplying electricity and equipment to the data centre industry also traded lower.
为数据中心行业供应电力和设备的公司股价也走低。受益于数据中心电力需求增长的GE Vernova和Constellation Energy录得亏损。戴尔股价暴跌10.5%。此次下跌之际，投资者纷纷抛售与人工智能基础设施相关的公司股票。戴尔是人工智能数据中心所用服务器的主要供应商。大型科技股也下跌几家大型科技公司在周三的强劲上涨后也回吐涨幅。
GE Vernova and Constellation Energy, which are exposed to the growing demand for data centre power, recorded losses. Dell shares plunged 10.5%. The decline came as investors sold shares of companies linked to AI infrastructure. Dell is a major supplier of servers used in AI data centres. Big technology stocks also declineSeveral major technology companies also lost ground after Wednesday's strong rally.
据路透社报道，此前的上涨使大型科技公司的市值增加了约7500亿美元。Meta Platforms股价下跌3.4%，而亚马逊和Alphabet也小幅走低。特斯拉股价下跌9.5%，而SpaceX下跌6.7%。这两家公司均由亿万富翁埃隆·马斯克领导。在民主党取得重大选举胜利后，跌势进一步扩大，其中包括在特斯拉和SpaceX的家乡得克萨斯州。
The earlier rally had added around $750 billion to the market value of major technology companies, Reuters reported. Meta Platforms shares fell 3.4%, while Amazon and Alphabet also traded slightly lower. Tesla shares dropped 9.5%, while SpaceX fell 6.7%. Both companies are led by billionaire Elon Musk. The losses extended after Democrats made major election gains, including in Texas, the home state of Tesla and SpaceX.
马斯克已花费近5亿美元支持共和党候选人，其中包括努力让共和党继续掌控得克萨斯州的举措。投资者为何关注美国政治与利率。市场下跌之前，标普500指数周三录得三个月来最大单日百分比涨幅。据路透社报道，投资者对民主党胜选后政治不确定性缓解表示欢迎。一些分析师认为，华盛顿的分裂政府可能会使通过重大新法律变得更加困难。
Musk had spent nearly half a billion dollars supporting Republican candidates, including efforts to keep Republicans in control of Texas. Why investors are watching US politics and interest ratesThe market decline came after the S&P 500 recorded its biggest one-day percentage gain in three months on Wednesday. Investors had welcomed the easing of political uncertainty following the Democrats' election victory, Reuters reported. Some analysts believe a divided government in Washington could make it harder to pass major new laws.
这也可能降低政府政策突然变化的机会。分裂政府还可能使议员更难就政府支出计划达成一致。据路透社报道，这一点很重要，因为美国本已面临不断恶化的财政状况。油价大幅下跌也帮助改善了投资者情绪。周四油价连续第四天下跌，原因是市场预期伊朗冲突进一步升级的风险降低。然而，通胀仍是全球各国央行担忧的问题。
It could also reduce the chances of sudden changes in government policies.A divided government could also make it more difficult for lawmakers to agree on government spending plans. This is important because the US is already facing a worsening fiscal situation, Reuters reported. The sharp fall in oil prices also helped improve investor sentiment. Oil prices declined for a fourth consecutive day on Thursday amid expectations of a lower risk of further escalation in the Iran conflict. However, inflation remains a concern for central banks around the world.
中东冲突后原油价格上涨加剧了人们对通胀上升的担忧。据路透社报道，克利夫兰联邦储备银行行长贝丝·哈马克周四表示，她倾向于逐步加息以使通胀回落。投资者现在正在等待美国10月非农就业数据，该数据定于周五公布。这份报告将提供有关美国就业市场健康状况的新信息。交易员目前预计，在9月加息之后，美联储将在下个月加息。
Higher crude oil prices following the Middle East conflict have added to concerns about rising inflation. Cleveland Federal Reserve President Beth Hammack said on Thursday that she favoured a gradual path of interest rate hikes to bring inflation down, Reuters reported. Investors are now waiting for US October non-farm payrolls data, which is scheduled to be released on Friday. The report will provide fresh information about the health of the US jobs market. Traders are currently expecting the Federal Reserve to raise interest rates next month, following its September rate hike.
即将公布的就业报告可能会影响人们对美联储下一次政策决定的预期。市场广度显示下跌股票更多。市场数据显示，在美国两大交易所，下跌股票数量均超过上涨股票数量。
The upcoming jobs report could influence expectations about the Fed's next policy decision. Market breadth shows more stocks fallingMarket data showed that declining stocks outnumbered advancing stocks on both major US exchanges.
据路透社报道，在纽约证券交易所，下跌股票数量与上涨股票数量之比为1.36比1。在纳斯达克，这一比例为2.17比1。标普500指数中有69只股票触及52周新高，3只股票触及52周新低。纳斯达克综合指数录得132只52周新高和247只52周新低，显示该交易所上市股票面临更广泛的压力。
On the New York Stock Exchange (NYSE), declining stocks outnumbered rising stocks by a ratio of 1.36 to 1. On the Nasdaq, the ratio was 2.17 to 1, Reuters reported. The S&P 500 recorded 69 stocks touching new 52-week highs and three stocks hitting new 52-week lows. The Nasdaq Composite recorded 132 new 52-week highs and 247 new 52-week lows, showing the wider pressure on stocks listed on the exchange.