Group 1 - The U.S. stock market opened lower, with the Nasdaq index down by 1.6%, and major tech stocks like Google, Amazon, Tesla, Microsoft, AMD, and Nvidia experiencing significant declines [1] - The VIX index surged by 22%, reaching its highest level since December of the previous year, indicating increased market volatility [1] - December job openings unexpectedly fell to the lowest level since 2020, with a decrease from 6.93 million to 6.54 million, below market expectations, reflecting weak labor demand [1] Group 2 - The narrative of "Software-mageddon" is gaining traction, with hedge funds increasing their short positions in software stocks, contributing to significant sell-offs in the sector [2] - Hedge funds have reportedly made $24 billion in profits from shorting software stocks since 2026, while the total market capitalization of the U.S. software industry has decreased by $1 trillion during the same period [2]
纳指跌幅扩大至1.6% 明星科技股普跌 亚马逊(AMZN.US)跌超4%
Zhi Tong Cai Jing·2026-02-05 23:07