英伟达、AMD、美光下跌，AI股票抛售加深
Nvidia, AMD, Micron fall as AI stock sell-off deepens
AI stocks such as Nvidia, AMD, and Micron fell, and the sell-off deepened; Asian chip stocks fell heavily on Thursday, dragged down by U.S. stocks overnight. SK Hynix fell more than 8%, Samsung Electronics fell 7.1%, and SoftBank Group fell 7.9%. The Nasdaq fell 1.88% overnight to close at 26,692.87, and the S&P 500 fell 1.11%. U.S. inflation data exceeded expectations, raising concerns about further interest rate hikes by the Federal Reserve and financing costs for AI investments.
The sell-off in the AI sector of the U.S. stock market and concerns about interest rate hikes caused by higher-than-expected inflation may affect gold through two paths: U.S. dollar real interest rate expectations and risk aversion. Traders need to observe the relative strength of the two. The foreign exchange market is paying attention to the potential transmission of rising expectations for further interest rate hikes by the Federal Reserve to the U.S. dollar and the currencies of Asian technology exporters. Changes in risk sentiment may also amplify short-term fluctuations.
SK Hynix单日下跌超8%，纳指隔夜下跌1.88%，显示市场担忧美联储继续加息会推高AI基础设施资本开支导致芯片股承压。
来源：CNBC Top News · cnbc.com