【导读】美股科技股暴跌， 全球多家互联网平台一度宕机 中国基金报记者 泰勒 大家好，今晚外围市场不平均，继续暴跌。 一起看看怎么回事。 美股暴跌 在英伟达财报公布前，其股价先跌了3%。市场对这家芯片巨头及其他超级科技股的要求门槛越来越高——它们必须不断向投资者证明， 那些在人工智能上砸下的数十亿美元，最终能带来回报。由于英伟达在主要指数中的权重巨大，其业绩指引对整个市场都可能产生重要 影响。 11月18日晚间，美股继续跳水，道指跌超670点，纳指跌超2%，标普500指数跌超1.4%。 | 45926.69 | | 22248.12 | | 6577.79 | | | --- | --- | --- | --- | --- | --- | | 道琼斯指数 -1.42% | | 纳斯达克综合指数 -2.03% | | 标普500指数 -1.42% | | | W | | 道琼斯工业平均(DJI) | | | | | | | 11-18 11:03:12 | | | | | 45915.50 | | BEINZ | 46590.24 | 成交额 | 0.00 | | -674.74 | -1.45% | रेन | ...

Market Overview - On November 18, U.S. stock indices experienced a significant decline, with the Dow Jones down 1.22%, S&P 500 down 1.13%, and Nasdaq down 1.72% [1][2]. - European markets also fell, with the UK FTSE 100 dropping over 1%, and major indices in France, Germany, and Italy declining by more than 2% [2]. Labor Market Data - According to ADP, U.S. companies cut an average of 2,500 jobs per week in the four weeks ending November 1, indicating a loss of momentum in the labor market [2][3]. - The U.S. Department of Labor reported that the number of initial jobless claims was 232,000 for the week ending October 18, with continuing claims at 1.957 million [3]. Federal Reserve Insights - The upcoming non-farm payroll report is expected to be crucial for the Federal Reserve, especially given the recent labor market data [4]. - The probability of a 25 basis point rate cut by the Federal Reserve in December has dropped below 50%, down from 95% a month ago, reflecting increased market uncertainty [5]. Investment Sentiment - A monthly survey by Bank of America indicated that global investors increased their allocation to stocks and commodities in November, while cash holdings fell to 3.7%, triggering a "sell" signal [5]. - The survey highlighted that 45% of investors view the "AI bubble" as the biggest tail risk, with a record number of investors believing companies are "over-investing" [5]. Technology Sector Performance - Major tech stocks saw declines, with Nvidia, Amazon, and TSMC dropping over 3%, while Microsoft and Meta fell over 2% [7]. - Nvidia and Microsoft announced a strategic partnership with AI startup Anthropic, with Nvidia committing up to $10 billion and Microsoft up to $5 billion [7]. Cloudflare Incident - Cloudflare experienced a significant network outage affecting multiple platforms, leading to a stock price drop of over 7% at one point, closing down over 3% [7][8]. Chinese Stocks Performance - The Nasdaq China Golden Dragon Index fell over 1%, with notable declines in stocks like Pinduoduo (down over 6%) and Tencent Music (down over 3%) [8].

Core Insights - Cloudflare is experiencing a significant outage affecting various crypto platforms, including BitMEX and DeFiLlama, with the company working to restore services [1][2] - The outage has led to a 4% decline in Cloudflare's stock price, closing at $202.25, with a further drop to $195.35 in pre-market trading [2] - The total cryptocurrency market capitalization has decreased by 3% to $3.12 trillion due to the outage [4] Company Impact - Cloudflare's internal service degradation has disrupted services for multiple platforms, indicating a reliance on its infrastructure within the crypto ecosystem [1][2] - The stock performance of Cloudflare reflects investor concerns, with a notable drop in share price following the outage announcement [2] Industry Reaction - The crypto community has expressed frustration and humor regarding the outage, highlighting the irony of a decentralized ecosystem being dependent on a single DNS provider [4] - Major cryptocurrencies have seen price declines, with Bitcoin dropping to $89,300.46 and Ethereum falling below $3,000 [5]

Core Points - A worldwide outage at Cloudflare Inc. was resolved after several hours, affecting major websites and services including ChatGPT and X [1][2] - The outage was caused by a configuration file that exceeded its expected size, leading to a crash in the software system managing traffic [2][3] - Cloudflare has a history of outages, with previous incidents in July 2019 and June 2022 causing significant disruptions to various websites [4] Company Impact - The outage impacted the websites of critical organizations, including the Federal Energy Regulatory Commission and major food and agricultural companies like Cargill Inc. and Louis Dreyfus Co. [8] - New Jersey Transit reported that both its website and mobile app were affected, warning users of potential service disruptions [9][10] - Cloudflare's services are crucial for many companies globally, acting as a buffer to protect websites from traffic overloads [5][6] Industry Context - The incident highlights the internet's reliance on a few major players, with Cloudflare being described as a significant yet underrecognized company in the cybersecurity space [7][9] - Comparisons were made to a recent outage at Amazon's cloud service, which lasted about 15 hours and disrupted operations for major firms [11]

The best part about cloudflare being down…Not a single garbage AI replyMaybe we should just keep it off ...

Core Points - A significant internet outage occurred on Tuesday morning, affecting various services including ChatGPT, Claude, and Spotify, due to issues at Cloudflare [1] - Cloudflare identified the problem and implemented a fix within two hours, stating that the incident was resolved and services were being monitored for errors [1][3] - The outage was caused by a latent bug that emerged after a routine configuration change, leading to a degradation of network services, but it was clarified that this was not a cyber attack [2] - Cloudflare's CTO acknowledged the failure to its customers and the broader internet, promising measures to prevent future occurrences [3] - Some customers continued to experience issues with the Cloudflare dashboard, and the company is actively working on resolving these problems [3] - This outage at Cloudflare follows a similar incident at Amazon Web Services (AWS), highlighting the vulnerability of the internet infrastructure that relies on a few major companies [6]

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive's content includes insights across various sectors such as biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] Group 2 - Proactive is committed to adopting technology to enhance workflows and content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

每经AI快讯，11月18日，Cloudflare股价下跌7.3%，因网络大面积中断。 ...

Core Insights - Cloudflare experienced a network outage affecting major platforms like ChatGPT and X (formerly Twitter), leading to increased error rates for users [1][2] - The company is investigating the cause of the outage and reported a spike in unusual traffic that contributed to the errors [2][3] - Cloudflare's stock has seen significant volatility, with a recent drop of 3.3% to $195.50, following a strong performance earlier in the year [4] Company Performance - For the period ending September 30, Cloudflare reported earnings of 27 cents per share, a 35% increase year-over-year, and revenue of $562 million, up 31% [5] - The stock has advanced 80% in 2025, reaching a record high of $260 on November 3, but has since fallen below key moving averages amid a broader retreat in AI-related stocks [4] Technical Ratings - Cloudflare holds a strong Composite Rating of 96 out of a possible 99, indicating strong overall performance [5] - The Accumulation/Distribution Rating is D, suggesting recent heavy selling activity [5]

Who Owns Cloudflare?Cloudflare is a publicly traded company on the New York Stock Exchange (NYSE: NET), meaning its ownership is distributed among public shareholders, institutional investors, and company insiders.However, the company's foundation lies with its three co-founders: Matthew Prince, Michelle Zatlyn, and Lee Holloway. Prince serves as the Co-founder and Chief Executive Officer, while Zatlyn is the Co-founder, President, and Chief Operating Officer. Institutional investors, such as large investme ...