?利空突袭，全线大跌！5.7万亿，发生了什么？

Core Points - The technology sector in the U.S. experienced significant volatility, with the Nasdaq index dropping over 3% in a week, marking its worst performance since April [1][2] - Eight major AI-related companies saw a combined market value loss of over $800 billion in a week, contributing to a total market loss of nearly $1 trillion for AI-related U.S. companies [1][2] - Concerns over high valuations in the AI sector were triggered by Palantir's recent earnings report, leading to a sell-off that affected other companies in the industry [1][3] Group 1: Market Performance - The Nasdaq index fell by over 3% this week, while the S&P 500 index decreased by 1.6%, ending a three-week streak of gains [2] - Nvidia's stock dropped more than 7%, resulting in a market value loss of approximately $348.5 billion, while Microsoft and Oracle also experienced significant declines [2][3] Group 2: AI Sector Concerns - Analysts are increasingly questioning the sustainability of high valuations in the AI sector, with significant capital expenditures and reliance on debt financing raising red flags [3][4] - The total capital expenditure of major tech companies like Alphabet, Amazon, Meta, and Microsoft reached $112 billion in Q3, indicating substantial investment in AI expansion [3] Group 3: Meta's Advertising Issues - Internal documents revealed that Meta is projected to earn about $16 billion in 2024 from fraudulent and prohibited advertisements, highlighting regulatory gaps in its advertising business [5][6] - Meta's platforms have been linked to a significant portion of successful scams in the U.S., with estimates suggesting that one-third of such cases are associated with the company [6]