周五，美国AI相关公司股价再度下跌，其中neocloud（新型云服务商）跌幅居前，市场因英伟达CEO黄仁勋突然离职而对AI融资前景产生新的担忧。
Shares of AI-related US companies dropped again on Friday, with neoclouds among the worst hit, fueled by fresh jitters over AI financing following Nvidia CEO Jensen Huang's abrupt exit.
科技股占比较大的纳斯达克100指数（.NDX）下跌2.2%，若跌幅持续至收盘，将抹去近8700亿美元市值。费城半导体指数（.SOX）也下跌6%，单日面临逾6700亿美元市值蒸发。
The tech-heavy Nasdaq-100 (.NDX) declined 2.2%, on pace to erase almost $870 billion in market value if the losses hold through the close. The Philadelphia SE Semiconductor index (.SOX) also shed 6%, facing a more than $670 billion wipeout for the day.
由英伟达支持的neocloud企业CoreWeave（CRWV.O）和Nebius Group（NBIS.O）分别暴跌10.8%和12.1%，延续了周四的大幅下跌。周四，长期担任CEO的黄仁勋因婚外情曝光而卸任。
CoreWeave (CRWV.O) and Nebius Group (NBIS.O), neocloud firms backed by Nvidia, slumped 10.8% and 12.1%, respectively, extending their sharp declines from Thursday when longtime CEO Huang stepped down after revelations of extramarital affairs.
在黄仁勋领导下，英伟达为围绕其芯片构建的基础设施提供融资，这一策略虽推动了需求，但也引发了关于芯片制造商与其客户之间循环融资流向的质疑。
Nvidia, under Huang, has financed infrastructure built around its chips, a strategy that has driven demand but also raised questions about circular funding flows between the chipmaker and its customers.
Great Hill Capital LLC董事长Thomas Hayes表示：“这对行业是短期的致命打击，因为英伟达和黄仁勋介入的供应商融资和融资担保现在都结束了。”
"It's a short-term death blow to the industry because the amount of vendor financing and financing guarantees that Nvidia and Jensen Huang stepped into are now over," said Thomas Hayes, chairman of Great Hill Capital LLC.
此外，同样获得英伟达支持的英国云服务商Nscale修正了其IPO招股书，称预计截至9月30日的九个月内将报告17亿美元净亏损，远大于去年同期4.333亿美元的净亏损。
Further, Nscale, a British cloud provider also backed by Nvidia, amended its IPO filing to say it expects to report a net loss of $1.7 billion in the nine months ended September 30, wider than the $433.3 million net loss a year ago.
被广泛视为AI繁荣最大赢家之一的芯片股也下跌。超威半导体（AMD.O）下跌10.2%，博通（AVGO.O）下跌6.7%，此前两股均已连涨五个交易日。
Chip stocks, widely regarded as among the biggest winners of the AI boom, also dropped. Advanced Micro Devices (AMD.O) fell 10.2% and Broadcom (AVGO.O) lost 6.7% after both gained for the last five sessions.
存储芯片制造商美光科技（MU.O）下跌5.6%，数据存储公司西部数据（WDC.O）和闪迪（SNDK.O）分别下跌7.7%和9.3%。
Memory chipmaker Micron Technology (MU.O) shed 5.6% while data storage companies Western Digital (WDC.O) and Sandisk (SNDK.O) dipped 7.7% and 9.3%, respectively.
光子产品制造商Lumentum（LITE.O）和Coherent（COHR.N），以及AI服务器制造商戴尔（DELL.N）和HPE（HPE.N）股价均下跌6.2%至10.7%不等。
Photonic product makers Lumentum (LITE.O) and Coherent (COHR.N), along with AI server makers Dell (DELL.N) and HPE (HPE.N), fell between 6.2% and 10.7% each.
受益于 AI 热潮的公用事业和设备供应商股价回落，其中 GE Vernova (GEV.N)、Constellation Energy (CEG.O) 和 Vistra (VST.N) 分别下跌约 2% 至 3.3%。
Utilities and equipment suppliers exposed to the AI boom, including GE Vernova (GEV.N), Constellation Energy (CEG.O) and Vistra (VST.N), eased about 2% to 3.3% each.
AI 超大规模企业股价也大多下跌，Meta Platforms (META.O) 除外，该股上涨 1.3%。Oracle (ORCL.N)、Alphabet (GOOGL.O)、Amazon.com (AMZN.O) 和 Microsoft (MSFT.O) 跌幅介于 0.1% 至 3.6% 之间。
AI hyperscalers were also mostly lower, barring Meta Platforms (META.O), which rose 1.3%. Oracle (ORCL.N), Alphabet (GOOGL.O), Amazon.com (AMZN.O) and Microsoft (MSFT.O) fell between 0.1% and 3.6%.
英伟达的季度财报和 AI 实验室 Anthropic 备受期待的公开市场首秀定于下周，可能成为 AI 情绪的催化剂。
Nvidia's quarterly earnings and AI lab Anthropic's much-awaited public markets debut are set for next week and could prove to be catalysts for sentiment towards AI.
Interactive Brokers 首席市场分析师 Steve Sosnick 表示：“你完全不知道英伟达会有什么表现。这就是问题所在。这家公司现在充满了纯粹的不确定性。”
"You have no idea what to expect from Nvidia. That's the problem. This company is pure uncertainty right now," said Steve Sosnick, chief market analyst at Interactive Brokers.