美股科技巨头走势分化：Alphabet市值蒸发近千亿，微软、苹果逆势上涨

Core Viewpoint - The U.S. stock market has shown significant divergence this week, particularly among the top 20 stocks in the Nasdaq index, with mixed performances from major tech companies, highlighting investor concerns over specific firms' fundamentals and market conditions [1][3]. Group 1: Performance of Major Tech Companies - Among the "Big Seven" tech giants, Microsoft (+0.51%), Nvidia (+1.32%), and Apple (+2.32%) continued their upward trends, while Amazon (-1.14%), Alphabet (-4.63%), and Tesla (-4.60%) experienced declines [2][3]. - Alphabet's market capitalization decreased by $98.1 billion this week, making it the worst-performing tech giant, while Amazon and Tesla saw reductions of $25.6 billion and $10.1 billion, respectively [2][3]. Group 2: Market Sentiment and Trends - Alphabet's significant stock price drop may reflect investor concerns regarding its core advertising business and AI strategy, amid increasing market competition and regulatory pressures that could impact long-term profitability [3]. - Tesla's decline is attributed to slowing electric vehicle demand and pricing pressures, indicating broader challenges in the EV market [3]. - Approximately half of the top 20 stocks in the Nasdaq index recorded declines, suggesting a shift in market preference towards companies with more predictable earnings, such as Microsoft and Apple, while high-valuation firms facing growth bottlenecks are being sold off [3]. Group 3: Future Outlook - As the Federal Reserve's monetary policy and corporate earnings season approach, volatility in tech stocks may increase, with market participants closely monitoring earnings guidance and advancements in AI commercialization to assess the sector's potential for recovery [3].