
民主党在中期选举中大获全胜一天后,英伟达、SpaceX和特斯拉等主要科技公司市值蒸发数千亿美元。
Major tech firms including Nvidia, SpaceX and Tesla have lost hundreds of billions of dollars in market value, a day after the Democrats swept to victory in the midterms.
科技和人工智能领域的公司股价暴跌,部分原因是担心民主党在得克萨斯州、俄亥俄州和佐治亚州等关键数据中心州获胜后,监管将趋严。
Shares in firms across the tech and artificial intelligence sectors plummeted, partly driven by concerns of tougher regulation following Democrat wins in key data centre states including Texas, Ohio and Georgia.
这些损失导致以科技股为主的纳斯达克综合股票指数下跌超过5.5%,创下19个月来最大单日跌幅,其他主要美国股票指数也下跌。
Those losses dragged the tech-heavy Nasdaq Composite stock index down by more than 5.5%, its deepest one-day drop in 19 months, while other key US stock indexes also fell.
选举后,一些科技领袖表示,他们需要在数据中心和人工智能的营销上投入更多精力。
Following the election, some tech leaders said they needed to put more effort into marketing data centres and AI.
美国各地的民主党候选人在竞选中反对数据中心和人工智能,全国各地的选票上有数十项旨在限制为该技术提供动力的关键枢纽发展的措施。
Democrats in races across the US campaigned against data centres and AI, and there were dozens of measures on ballots around the country aimed at restricting the development of the hubs crucial for powering the technology.
得克萨斯州当选州长吉娜·希诺霍萨竞选期间大力反对数据中心,承诺对该行业新建项目实施暂停令。
Texas governor-elect Gina Hinojosa campaigned heavily against data centres, pledging a moratorium on new construction in the sector.
周四,高度依赖人工智能数据中心的公司股价大幅下跌,包括关键芯片制造商和半导体制造商,凸显了投资者日益增长的担忧。英伟达股价下跌超过9%,使该公司市值缩水超过4亿美元。
Shares in companies heavily exposed to AI data centres, including crucial chipmakers and semiconductor manufacturers, fell sharply on Thursday, highlighting investor concerns that had already been growing. Nvidia shares slid more than 9%, knocking more than $400m off the firm's market value.
其他芯片制造商也受到打击,AMD和美光均下跌超过17%。英特尔股价也下跌,跌幅10.3%,而存储卡制造商闪迪暴跌超过22%。
Other chipmakers also suffered, with AMD and Micron both dropping by more than 17%. Intel shares also dropped, down 10.3%, while memory card maker SanDisk plunged more than 22%.
跟踪30家最大半导体生产公司表现的费城半导体指数下跌超过12%。
The Philadelphia Semiconductor Index, which tracks the performance of 30 of the largest companies involved in semiconductor production, fell by more than 12%.
埃隆·马斯克旗下的SpaceX和特斯拉股价也大幅下跌,分别下跌8%和近11%,周四使两家公司市值缩水超过3亿美元。
Shares in Elon Musk's companies SpaceX and Tesla also plunged, falling 8% and nearly 11% respectively and shaving more than $300m off the firms' market value on Thursday.
马斯克花费近4.5亿美元支持共和党竞选活动,其中至少4500万美元支持肯·帕克斯顿竞选德克萨斯州参议员,但周二晚间的民主党浪潮中,德克萨斯州变成了蓝州。
Musk had spent nearly $450m backing Republican campaigns, including at least $45m in support of Ken Paxton for the Texas senate seat, but Texas was turned blue in the Democratic tsunami on Tuesday night.
股价下跌也波及其他主要美国股票指数。标准普尔500指数在交易结束时下跌4.4%,而道琼斯工业平均指数抹去了周三的涨幅,收盘下跌超过3.4%。
The stock falls also hit other major US stock indexes. The S&P 500 index fell by 4.4% by the end of trading, while the Dow Jones Industrial Average erased gains made on Wednesday to close down more than 3.4%.
纳斯达克综合指数的跌幅如此之大,以至于现在处于市场观察者所谓的“修正区域”,即指数或公司价值较其近期高点下跌至少10%。
The Nasdaq Composite fall was so large it is now in what market watchers call correction territory, which is where an index or company value falls at least 10% below its recent high.
富俱乐部首席投资策略师苏珊娜·斯特里特表示,纳斯达克和标准普尔500指数的大幅抛售正在向其他市场传递冲击波。“关于人工智能交易的新恐慌重创了华尔街,”她说。
Susannah Streeter, chief investment strategist at Wealth Club, said the steep sell-off on the Nasdaq and the S&P 500 was sending shockwaves into other markets. "Fresh panic over the AI trade has hit Wall Street hard," she said.
“人们担心投入人工智能基础设施的巨额资金可能无法带来投资者所期望的回报,而这种担忧现在正与数据中心建设可能出现的急剧放缓相碰撞。”一些科技领袖表示,他们对中期选举中针对数据中心的反弹措手不及。
"Fears that the vast sums poured into AI infrastructure may not deliver the returns investors have been banking on are now colliding with the prospect of a sharp slowdown in data centre construction." Some tech leaders have said they were caught off guard by the backlash against data centres in the midterms.
OpenAI总裁兼联合创始人格雷格·布罗克曼表示,他认为每个人都对数据中心引发的反应感到惊讶,还需要做更多工作,以确保社区支持。
OpenAI president and co-founder Greg Brockman said he believed everyone had been surprised by the reaction to data centres, and more work needed to be done to ensure communities were on board.
“我们今年的很大一部分转变,实际上是意识到,从旧金山在德克萨斯州、佐治亚州及其他地方建设基础设施,你不能只是发推文说:‘这会是件好事。’你需要深入这些社区,”布罗克曼周三晚间在加利福尼亚州纳帕的WSJ科技大会上表示。
"A lot of our shift over the course of this year has really been to realise that from San Francisco trying to build infrastructure in Texas, Georgia, and other places, you can't just tweet and say: 'This is going to be good.' You need to be in those communities," Brockman said at the WSJ Tech conference in Napa, California on Wednesday evening.
Meta总统迪娜·鲍威尔·麦考密克表示,行业需要更加努力地将人工智能推销为一个好主意。
Meta's president Dina Powell McCormick said that the industry needed to put more effort into selling AI as a good idea.
“我们需要加倍、甚至三倍地努力讲好这个故事,”她在WSJ大会上表示。
"I think we need to double and triple down on telling the story," she told the WSJ conference.
美国中期选举的直接影响之外,一些投资者开始担心,人工智能股票可能正处于泡沫之中,亟待回调。
Alongside the immediate impacts of the US mid-term elections, some investors have become concerned that AI shares could be in a bubble that is due a correction.