美东时间12月17日，美股遭遇"AI信任危机"重击——受甲骨文突发利空拖累，三大股指全线跳水， 纳斯达克指数暴跌1.81%，标普500跌1.16%，道指亦下 挫0.47%。更引人警觉的是， 英伟达、谷歌跌幅均超3%，特斯拉大跌逾4%，苹果、Meta、亚马逊、微软无一幸免，资金正以前所未有的速度撤离AI概念 股。 导火索直指甲骨文：据媒体报道，其密歇根州 100亿美元数据中心项目的关键融资方Blue Owl Capital突然退出，理由是担忧甲骨文债务高企与资本开支失 控。尽管公司紧急否认，称"项目仍在推进"，但市场毫不买账——投资者早已对其 自由现金流连续为负、全年资本支出飙升至500亿美元的激进扩张心生疑 虑。 当"故事"无法兑换成"利润"， 再耀眼的光环，也挡不住资本的无情出逃。 这场暴跌绝非孤立事件，而是AI狂热退潮的集中爆发。过去两年，科技巨头以"算力即未来"为名疯狂烧钱，却迟迟未能将GPU投入转化为可持续盈利。如 今，当甲骨文连基础融资都遭质疑，市场终于意识到： 再宏大的AI叙事，也扛不住现金流的持续失血。 高盛最新报告指出，部分AI企业债务规模三年激增300%，而OpenAI等头部玩家年亏损预计突 ...

Core Viewpoint - The US tech sector is experiencing pressure due to concerns surrounding Oracle's planned $10 billion data center for OpenAI, with reports indicating that Blue Owl Capital will not provide funding for the project [1][3][6] Group 1: Market Reaction - Oracle shares fell as much as 6% on Wednesday, contributing to a decline in the tech-heavy Nasdaq Composite, which shed more than 1% [1][2] - There is a broader rotation occurring in the market, moving away from expensive tech stocks towards smaller-cap and value stocks, as noted by LPL Financial's chief technical strategist [2][3] Group 2: Oracle's Situation - Reports indicate that negotiations between Oracle and Blue Owl Capital have stalled due to concerns over Oracle's significant AI spending and increasing debt levels [3][6] - Oracle has disputed the Financial Times report, asserting that negotiations for the data center are proceeding as planned and that the development partner selected a different equity partner [4][6] - Despite an aggressive revenue forecast that initially impressed investors, Oracle's stock has declined 45% from its peak in early September, raising concerns about the company's debt in the AI sector [5]

1. Report Industry Investment Ratings No relevant content provided. 2. Core Views of the Report - Short - term, the RMB is likely to be moderately strong against the US dollar, mostly in a low - volatility range with limited trading value. Key factors include clear policy support, enhanced independent exchange - rate fluctuations, and a resonance of internal and external environments. However, potential risks such as high long - position inventories of USD/HKD and the impact of the Bank of Japan's interest - rate hikes should be noted [3]. - The entry of the national team only boosts the market sentiment in the short term. The stock index is expected to stabilize and fluctuate in the short term, and the small and medium - cap stock indexes may face pressure [4]. - For the bond market, it is not pessimistic in the medium term. Mid - term long positions can be held, while short - term long positions can consider taking profits [5]. - In the container shipping European route, there is a bull - bear mix. The price is expected to be supported in January due to shipping companies' price - holding intentions, but factors such as weak economic data, sufficient shipping capacity, and the expected resumption of Red Sea routes may bring pressure [6]. - For platinum and palladium, the long - term bullish foundation for platinum remains. In the short term, attention should be paid to the risk of adjustment due to the widening price difference between domestic and foreign markets. For gold and silver, be cautious about short - term callbacks, and maintain a long - term bullish view. For copper, the market sentiment is high, but the price increase did not meet expectations. For aluminum, it is expected to fluctuate strongly in the medium term; alumina is expected to be weak; and cast aluminum alloy is expected to fluctuate strongly. For zinc, it is expected to maintain a wide - range shock in the short term. For nickel and stainless steel, they had a short - term correction, and attention should be paid to the supply and demand situation. For tin, it is expected to be strong in the short term, and it is recommended to enter the market on dips. For lithium carbonate, the short - term price may fluctuate more widely, and there are opportunities for long positions in the long term. For industrial silicon, it is in a supply - demand weak situation, and for polysilicon, the trading logic is mainly technical [9][11][13][16][19][20][22][23][24][26]. - For steel products, the price is expected to fluctuate. The price range of the rebar main contract 2605 is likely between 2900 - 3300, and that of the hot - rolled coil main contract 2605 is likely between 3000 - 3400. For iron ore, the downward space is expected to be limited. For coking coal and coke, if the upward trend continues, it may drive a new round of terminal restocking. For ferrosilicon and ferromanganese, the market is in a situation of weak reality and strong expectation, and there may be a short - term rebound [30][31][32][33][34][36]. - For pulp and offset paper, the short - term strategy is mainly to wait and see. For crude oil, the escalation of the US - Venezuela situation may drive up short - term oil prices. For LPG, the near - term is still supported. For PTA - PX, there is no obvious driver, and it will fluctuate with the cost side. For MEG - bottle chips, the short - term downward driving force is weakened, but the medium - and long - term situation is still under pressure. For methanol, it is recommended to maintain a reverse spread. For PP, the cost side provides strong support, and there may be a short - term rebound. For PE, the spot side is weak, and the supply - demand pressure is large. For pure benzene - styrene, pure benzene shows a near - weak and far - strong pattern, while styrene shows a near - strong and far - weak pattern. For asphalt, if the US does not directly declare war on Venezuela, the upward space is limited. For rubber, both natural and synthetic rubber are expected to maintain a wide - range shock. For urea, the 01 contract is expected to continue to fluctuate. For soda ash, it is waiting for unexpected supply changes. For glass, the near - month 01 will follow the delivery logic, and the far - month is affected by production line cold repairs. For caustic soda, the price is expected to fluctuate weakly. For logs, the current price has limited trading value. For propylene, it is expected to maintain a shock pattern [38][40][42][44][45][46][47][49][50][52][53][54][55][57][58][60][61][62][63][65][67][68][70][71][72][75][76][78][79][80]. - For oilseeds, the external soybean market will focus on demand in the short term and is expected to fluctuate around the cost line in the medium term. The domestic soybean meal will continue the long - spread trend in the short term, and the medium - term supply depends on reserve releases. For oils, the short - term trend is wide - range shock, and attention should be paid to production and biodiesel information. For cotton, it is recommended to build long positions on dips, paying attention to downstream orders and hedging pressure. For sugar, the price will remain weak. For apples, the strategy is mainly to buy on dips. For red dates, the short - term downward space may be limited, and attention should be paid to pre - holiday procurement [81][82][83][84][85][86][87][88][89]. 3. Summary by Relevant Catalogs Financial Futures - **Macro**: Overseas, the Fed cut interest rates in December, the US employment market cooled, and the UK's CPI decline increased the expectation of an interest - rate cut. Domestically, policies are "seeking progress while maintaining stability," and in November, industrial production was resilient but domestic demand was weak [1]. - **RMB Exchange Rate**: The previous trading day, the on - shore RMB depreciated slightly against the US dollar. Key information includes China's fiscal revenue growth, the Fed's potential interest - rate cuts, and the UK's CPI decline. The RMB is expected to be moderately strong in the short term, with potential risks [2][3]. - **Stock Index**: The stock index rose collectively in the previous trading day. The entry of the national team boosted market sentiment, but the index is expected to fluctuate in the short term, and small and medium - cap indexes may face pressure [4]. - **Treasury Bonds**: The bond market rose on Wednesday. The market sentiment improved, and it is not pessimistic in the medium term. Mid - term long positions can be held, and short - term long positions can consider taking profits [4][5]. Commodities Non - ferrous Metals - **Platinum and Palladium**: The night - session prices of platinum and palladium rose to new highs this year. The price is affected by factors such as the Fed's policy, supply - demand fundamentals, and EU policies. In the long term, the bullish foundation for platinum remains, and short - term adjustment risks should be noted [9][10]. - **Gold and Silver**: Gold and silver prices rose. Silver shows a long - squeeze phenomenon. The short - term focus is on callback risks, and the long - term view is bullish [11][12]. - **Copper**: The copper price rebounded. The market sentiment was high, but the increase did not meet expectations. It is recommended to pay attention to the pressure around 93500 - 94000, and downstream enterprises can consider buying futures on dips for hedging [13][14][15]. - **Aluminum Industry Chain**: Aluminum is expected to fluctuate strongly in the medium term; alumina is expected to be weak; and cast aluminum alloy is expected to fluctuate strongly. The fundamentals of aluminum are relatively stable, alumina is in a supply - surplus situation, and cast aluminum alloy has strong support [16][17][18]. - **Zinc**: Zinc prices had support at the bottom and rebounded slightly at night. In the short term, it is expected to maintain a wide - range shock, and there may be entry opportunities [19][20]. - **Nickel and Stainless Steel**: They had a short - term correction. The nickel ore market is expected to be stable and strong, and the stainless - steel market is affected by export regulations. Attention should be paid to the supply and demand situation [20][21]. - **Tin**: Tin prices were strong. It is recommended to enter the market on dips, and the short - term view is not to short [22]. - **Lithium Carbonate**: The price rose sharply. The short - term price may fluctuate more widely, and there are opportunities for long positions in the long term. Attention should be paid to supply shocks and demand declines [22][23]. - **Industrial Silicon and Polysilicon**: Industrial silicon is in a supply - demand weak situation, and polysilicon's trading logic is mainly technical. The long - term price of industrial silicon has limited downward space, and polysilicon's fundamentals are ineffective [24][26]. - **Lead**: Lead prices were weakly volatile. In the short term, it is expected to fluctuate between 16700 - 17500, with strong support around 16500 [27]. Black Metals - **Rebar and Hot - Rolled Coil**: The prices rebounded slightly but faced pressure above. After the central economic work conference, the pricing of the steel market returned to fundamentals. Supply may slow down the reduction, demand is seasonally weak, and inventory is in a de - stocking trend. The price is expected to fluctuate [28][30][31]. - **Iron Ore**: The price rebounded. After macro events, the trading logic returned to fundamentals. Supply is relatively restrained, demand is in a bottom - grinding stage, and the price is supported by coking coal [32]. - **Coking Coal and Coke**: The coking coal price may be affected by winter restocking, and the coke price may continue to decline. If the upward trend continues, it may drive a new round of terminal restocking [33][34]. - **Ferrosilicon and Ferromanganese**: The market is in a situation of weak reality and strong expectation. Supply is likely to continue to decline, demand is expected to decrease, and inventory is at a high level. There may be a short - term rebound [35][36]. Energy and Chemicals - **Pulp - Offset Paper**: Pulp prices fluctuated, and offset paper prices were weakly volatile. The Crofton pulp mill's shutdown was postponed, and the pulp port inventory is still high. The short - term strategy for both is to wait and see [38][40][41]. - **Crude Oil**: Oil prices stopped falling and rebounded. The US - Venezuela tension may drive up short - term oil prices, and attention should be paid to the development of the situation [42][43][44]. - **LPG**: The near - term is still supported. The supply increased slightly, demand remained stable, and attention should be paid to marginal changes [45][46]. - **PTA - PX**: There is no obvious driver, and it will fluctuate with the cost side. PX supply is expected to be high, PTA supply and demand are in a tight - balance situation in December, and the polyester demand is expected to decline seasonally in December [47][49]. - **MEG - Bottle Chips**: The short - term downward driving force is weakened, but the medium - and long - term situation is still under pressure. Supply has shown initial signs of support, and demand is expected to decline seasonally in December [50][52]. - **Methanol**: It is recommended to maintain a reverse spread. Factors such as commodity trends and unloading problems have affected the price, and the unloading problem will be resolved in the future [53][54]. - **PP**: The cost side provides strong support, and there may be a short - term rebound. Supply may be relieved in January, and demand has some support [55][57]. - **PE**: The spot side is weak, and the supply - demand pressure is large. Supply is increasing, and demand is decreasing, especially in the agricultural film sector [58][60]. - **Pure Benzene - Styrene**: Pure benzene shows a near - weak and far - strong pattern, while styrene shows a near - strong and far - weak pattern. The supply of pure benzene is slightly decreasing, and the demand is weak. The supply of styrene has increased, and the demand is stable [60][61]. - **Asphalt**: If the US does not directly declare war on Venezuela, the upward space is limited. The supply and demand have changed slightly, and the US - Venezuela situation may affect the supply of heavy oil [62]. - **Rubber**: Both natural and synthetic rubber are expected to maintain a wide - range shock. Natural rubber is affected by supply - side disturbances and weak demand. Synthetic rubber has limited fundamental improvement, and the upward space is restricted [63][65][67]. - **Urea**: The 01 contract is expected to continue to fluctuate. High supply pressures the price, but export policies relieve the pressure, and the inventory is in a de - stocking trend [68][70]. - **Soda Ash, Glass, and Caustic Soda**: Soda ash is waiting for unexpected supply changes, glass's near - month 01 will follow the delivery logic, and the far - month is affected by production line cold repairs. Caustic soda prices are expected to fluctuate weakly due to supply pressure and weakening demand [71][72][75]. - **Logs**: The current price has limited trading value. It is in a position - shifting market, with the inventory decreasing and the spot price falling [76][78]. - **Propylene**: It is expected to maintain a shock pattern. The supply is relatively loose, demand is stable, and it is affected by the "anti - involution" policy [79][80]. Agricultural Products - **Oilseeds**: The external soybean market will focus on demand in the short term and is expected to fluctuate around the cost line in the medium term. The domestic soybean meal will continue the long - spread trend in the short term, and the medium - term supply depends on reserve releases. The rapeseed meal is in a supply - demand weak situation [81][82]. - **Oils**: The short - term trend is wide - range shock. Palm oil is affected by supply pressure, soybean oil is affected by soybean auctions, and rapeseed oil is affected by global supply. Attention should be paid to production and biodiesel information [82][83]. - **Cotton**: It is recommended to build long positions on dips. The downstream shows resilience, but short - term pressure exists. Attention should be paid to downstream orders and hedging pressure [84]. - **Sugar**: The price will remain weak. Global sugar production and trade data affect the price, such as India's high production and Brazil's high exports [85][86]. - **Apples**: The strategy is mainly to buy on dips. Consumption is sluggish, and inventory is slowly decreasing [87][88]. - **Red Dates**: The short - term downward space may be limited. New - season production is slightly reduced, and new - product supply is sufficient. Attention should be paid to pre - holiday procurement [89].

Market Overview - On December 17, US stock indices collectively declined, with the Dow Jones down 0.47%, the Nasdaq falling 1.81% (down 418.14 points), and the S&P 500 decreasing by 1.16% [1] - Major tech stocks experienced significant drops, including Tesla and Broadcom down over 4%, Google down over 3%, and Meta and Apple down over 1% [1] - Energy and precious metals sectors saw gains, with ConocoPhillips up over 4% and ExxonMobil and BP up over 2% [1] Company-Specific Developments - Oracle's stock fell over 5% after facing a setback in its ambitious AI infrastructure expansion plan, as its largest data center partner, Blue Owl Capital, decided to withdraw support for a $10 billion data center project. However, Oracle stated that negotiations for the project are still proceeding as planned [1] - Nvidia's stock price dropped to $170.94, resulting in a market value loss of $164.8 billion (approximately 1160.8 billion RMB) [3] IPO Activity - Medline Inc. (MDLN) had a successful IPO, rising 41.38% on its first day to $41, after pricing at $29, raising $6.26 billion [5] Geopolitical Impact on Commodities - The geopolitical situation surrounding Venezuela is affecting oil storage capacity, with reports indicating that the country may be forced to shut down some oil wells if storage limits are reached. This has implications for global oil supply and prices [10] - Precious metals prices are rising due to ongoing geopolitical risks and strong demand, with WTI crude oil futures increasing by 3% to $56.8 per barrel and spot gold rising by 0.88% to $4,339.94 per ounce [7][10] Federal Reserve Insights - Federal Reserve official Christopher Waller indicated a moderate approach to interest rate cuts, suggesting that there is still room for reduction given the current economic outlook. He expressed confidence that inflation rates will decline in the coming months [13][14]

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. The AI arms race is heating up, and its effects are starting to show up where investors actually care – on the Big Tech balance sheets. According to UBS, global AI capex is now expected to hit $423 billion in 2025, and $571 billion in 2026. By 2030, UBS expects spending to reach $1.3 trillion, implying a 25% compound annual growth rate. Those numbers aren't abstract anymore. They're turning into debt iss ...

Core Viewpoint - Investor apprehension surrounding Oracle has led to a significant decline in its stock price, which has fallen nearly 50% from its all-time high on September 10, and is now affecting its projects [1] Group 1: Stock Performance and Market Impact - Oracle's shares fell 5.4% on Wednesday, contributing to month-to-date losses exceeding 11% [2] - The decline in Oracle's stock has negatively impacted related companies, including Broadcom, Nvidia, and Advanced Micro Devices [2] - Major U.S. indexes also experienced declines, with the S&P 500 retreating 1.16%, the Dow Jones Industrial Average dropping 0.47%, and the Nasdaq Composite losing 1.81% [3] Group 2: Project Concerns and Investor Sentiment - Blue Owl Capital withdrew from Oracle's $10 billion data center project due to unfavorable debt terms, raising concerns about Oracle's high level of debt [1] - There are worries that Oracle may delay the completion of data centers for OpenAI, although the cloud company has denied these reports [2] - Analysts at Bank of America suggest that despite recent pullbacks in AI stocks, the AI trade may still have potential until 2026, while cautioning that rising shares do not preclude the formation of a bubble [3][4]

当地时间周三（12月17日），美股主要指数悉数收跌，标普500指数跌超1%，纳指跌近2%。盘面上， 科技股遭遇重挫，甲骨文、阿斯麦、AMD跌超5%，特斯拉跌逾4%，英伟达跌近4%，谷歌跌超3%。 消息面上，据英国金融时报，甲骨文的重要数据中心合作伙伴Blue Owl Capital原计划对密歇根州的一个 数据中心项目安排高达100亿美元融资并进行大额股权投资，而相关协议谈判目前陷入停滞。消息传出 后，甲骨文一度跌超6%。投资者对AI基础设施建设的投资扩张，以及业绩增长可持续性担忧加剧，风 险偏好持续收敛。 美股三大股指全线收跌 当地时间12月17日，美股主要指数全线收跌。截至收盘，道指跌0.47%报47885.97点，标普500指数跌 1.16%报6721.43点，纳指跌1.81%报22693.32点。 盘面上，科技股集体下跌，成为拖累市场表现的主要因素。美股科技七巨头中，特斯拉跌超4%，英伟 达跌近4%，谷歌跌超3%，苹果、Meta跌超1%，亚马逊跌0.58%，微软跌0.06%。 芯片股同样表现疲软，费城半导体指数跌3.78%。阿斯麦跌超5%，ARM跌逾5%，超威半导体跌超5%， 拉姆研究跌逾5%，博通跌超 ...

International News - The US stock market saw a decline on Wednesday, with the Dow Jones falling by 0.47%, the Nasdaq by 1.79%, and the S&P 500 by 1.14%. Notably, Tesla and Broadcom dropped over 4%, while Oracle fell more than 5% [1][12] - In after-hours trading, Micron Technology's stock increased by 9% [2][13] - The Nasdaq Golden Dragon China Index decreased by 0.76%, with several Chinese concept stocks like Shengfeng Logistics, Furlong Group, and Huya experiencing significant declines [3][14] - The cryptocurrency market exhibited notable volatility, with Bitcoin fluctuating between $89,000 and $90,000 before dropping below $86,000, resulting in a daily decline of 2.21%. Ethereum fell below $2,800, down 5.61% for the day [3][14] - In the commodities market, energy products showed significant gains, with Brent crude oil rising by 3% to $60.69 per barrel, and US natural gas futures increasing by over 4% to $3.387 per million British thermal units [3][14] - Precious metals saw gains, with New York gold futures surpassing $4,380 per ounce, up 1.10%, and silver futures exceeding $67 per ounce, up 5.82% [4][15] - The World Bureau of Metal Statistics reported a projected shortage of 0.14 million tons of refined copper by October 2025, while a cumulative surplus of 3.61 million tons was recorded from January to October [5][16] - The US Senate passed a $900.6 billion defense authorization bill for the fiscal year 2026, which will be sent to Trump for signing [5][16] - Trump is expected to sign an executive order to redefine cannabis laws and impose sanctions on Venezuela to regain oil extraction rights [5][16] - The US plans to revoke citizenship from more individuals, and legal expert Alan Dershowitz stated that the constitutionality of Trump's third term remains uncertain [6][17] - Russian President Putin indicated that Russia would pursue its goals in Ukraine through diplomatic or military means, asserting that the West is the instigator of the conflict [6][17] - The US and Russia are scheduled to hold talks regarding the Ukraine conflict in Miami this weekend, while the US has allowed certain transactions related to Russian civilian nuclear energy [7][18] - Google is collaborating with Meta to expand AI chip software support, aiming to run TPU on the PyTorch tool as a replacement for Nvidia's solution [7][18] - Novartis and Roche are nearing an agreement with the White House regarding drug pricing discussions [7][18] - The Federal Reserve issued a regulatory notice to Citigroup, requiring improvements in risk management [7][18] - The German Bundestag approved a €50 billion defense procurement plan, and US Treasury Secretary Yellen confirmed that Bridgewater founder Dalio has joined Trump's team [7][18] Domestic News - According to the People's Daily, from January to November, China's railways transported 4.28 billion passengers, setting a historical record for the same period. During the same time, express delivery volume increased by 14.9%, with business revenue rising by 7.1% [8][19] - In regional development, Fujian is implementing a new era of mountain-sea cooperation, while Xi'an in Shaanxi is driving high-quality development through technological innovation. The Hainan Free Trade Port has made progress, with customs clearance for goods entering and exiting "first" and "second" lines starting on December 18, along with the opening of eight foreign trade ports and ten "second" line ports [8][19] - SenseTime Group announced a placement of 1.75 billion Class B shares at a price of HKD 1.80 per share [9][20] - In the domestic commodities market, silver futures rose by 4%, currently priced at CNY 15,612.00 [10][20] - The Chinese Ministry of Foreign Affairs' special envoy for Asian affairs will visit Cambodia and Thailand on December 18 to mediate the border conflict between Cambodia and Thailand, with China expressing its intention to promote a resolution [11][20]

Core Viewpoint - The article discusses the potential risks and concerns surrounding recent investment deals in the AI sector, particularly focusing on OpenAI and its relationship with Amazon, suggesting that these deals may resemble problematic financial practices from the dot-com era [5][19]. Investment Deals - OpenAI is reportedly in talks to raise at least $10 billion from Amazon, which would be used to purchase Amazon's AI chips, raising questions about the sustainability of OpenAI's financial health given its stretched balance sheet [7][8]. - The nature of the deal is compared to "lazy Susan deals," where funds are cycled back to the investor in a way that may not reflect genuine financial health [19][24]. Market Reactions - The Dow dropped 228 points, the S&P fell 1.16%, and the NASDAQ declined 1.81%, indicating a negative market sentiment towards tech stocks, particularly those involved in AI [6]. - Oracle's stock has significantly declined, falling over 5% to around $178, down from an all-time high of $345, as concerns about its relationship with OpenAI grow [16]. Financial Discipline - Blue Owl Capital has refused to back a $10 billion deal for an Oracle data center, highlighting a trend towards more disciplined investment strategies in the face of inflated valuations and risky deals [12][13]. - The article emphasizes the need for financial discipline in the industry, suggesting that companies should avoid reckless spending and focus on sustainable growth [22]. Valuation Concerns - There is skepticism about OpenAI's $500 billion valuation, with indications that the AI market may be becoming commoditized and that OpenAI lacks a competitive moat around its flagship product, ChatGPT [11][20]. - The article suggests that the AI industry may need to reassess the value of companies like OpenAI if financial discipline is exercised across the board [21].

华尔街对AI烧钱模式的耐心正在耗尽，甲骨文失去关键支持者的消息，更令市场对科技巨头的高债务 和高支出感到不安…… 周三，美国科技股下跌，消息称甲骨文失去了一个数据中心项目的关键支持者，这重新点燃了投资者对 人工智能公司飙升的支出及其融资债务的担忧。 以科技股为主的纳斯达克综合指数收跌1.81%，收于11月下旬以来的最低水平。甲骨文下跌5.4%。在这 家软件公司股价下跌之前，有报道称，甲骨文在美国数据中心项目的主要支持者Blue Owl Capital将不 会资助密歇根州一个价值100亿美元的数据中心。 自9月初见顶以来，甲骨文股价已下跌近46%，因为华尔街对通过举债建设AI基础设施的不安情绪日益 增长，而该公司正处于这种情绪的漩涡中心。 周三的波动紧随上周的抛售潮，当时的抛售是由甲骨文和芯片制造商博通的收益未达到投资者高昂的预 期所引发的。其他大型科技股周三也纷纷下跌。英伟达下跌3.8%，而Alphabet下跌3.1%。博通下跌 4.5%。 与悲观情绪形成鲜明对比的是，作为英伟达重要供应商的存储芯片公司美光在收盘后给出了看涨的前 景。这家总部位于爱达荷州的集团表示，预计本季度将产生约187亿美元的收入，远高于 ...