Core Insights - US AI-related stocks experienced a pre-market decline, continuing a volatile trend observed throughout the week [1] - Oracle's disappointing Q2 earnings report triggered a sell-off in AI stocks, while Broadcom's performance raised further concerns [1] - Chip manufacturers Nvidia and AMD saw pre-market declines of 1% and 1.2% respectively, while cloud service providers Oracle and CoreWeave dropped by 1% and 1.5% [1] - Broadcom's stock fell by 5.2%, indicating significant market reaction [1] - Deutsche Bank's Jim Reid noted that the recent downturn reflects a broader shift in AI trading dynamics, moving from a broad rally to a scenario with clear winners and losers [1] - Alphabet's stock rose by 30% over the past three months, contrasting with Oracle's 35% decline [1]
美国AI股受博通业绩拖累盘前下跌，此为更广泛AI交易转变的一部分
Ge Long Hui A P P·2025-12-12 11:16