Group 1 - The core sentiment in the technology sector, particularly related to AI, has significantly declined, with the Nasdaq Composite Index dropping 3%, marking its worst weekly performance since April [1] - Eight major AI-related companies collectively lost approximately $800 billion in market value, with the total loss for AI-related U.S. companies nearing $1 trillion since the previous Friday [1] - Nvidia, the world's most valuable company, experienced a market value reduction of about $350 billion, just over a week after surpassing a $5 trillion market cap [1] Group 2 - Other tech companies such as Microsoft, Oracle, and Broadcom also saw declines in their stock prices during the same week [3] - The total capital expenditure reported by major tech firms including Alphabet, Amazon, and Meta reached $112 billion for the third quarter, while the industry is borrowing hundreds of billions to support AI expansion [6] - Economic uncertainty, exacerbated by the federal government shutdown affecting key economic data, has raised concerns about a potential weakening labor market since late September [6] Group 3 - The cryptocurrency market experienced a significant downturn, with Bitcoin briefly falling below the $100,000 mark, leading to over 250,000 liquidations globally, totaling approximately $619 million [9][8] - Bitcoin's price stabilized above $103,000 after a week of declines but remains about 18% lower than its record high of $120,000 set on October 6 [9] - Concerns are growing on Wall Street regarding the potential for three bubbles: cryptocurrency, AI, and debt, with warnings that a correction in AI stocks could further impact Bitcoin prices [9]
美国科技股遭遇4月以来“最惨一周”!加密币前十个月的涨幅 一个月跌完了