美股IPO·2025-08-21 23:30Core Viewpoint - Concerns about an AI investment bubble are escalating, leading to a significant decline in tech stocks over two consecutive days, with short-sellers profiting substantially [1][3][5] Group 1: Market Performance - The Nasdaq Composite Index, heavily weighted with tech stocks, fell by 0.7% on Wednesday, following a 1.5% drop the previous day, indicating growing doubts about the sustainability of the AI boom [3] - Major tech companies, referred to as the "Tech Giants," experienced notable stock price declines, with Meta's stock dropping 4% and Nvidia's by 3.8% over the past five trading days [6][9] Group 2: Short Selling Gains - Investors shorting AI-related stocks have realized profits of up to $5.6 billion in the last two trading days, driven by a wave of selling amid warnings from industry leaders [5][7] - Specifically, short positions on five major tech companies generated over $2.8 billion in profits for investors during this downturn [7] Group 3: Company-Specific Impacts - CoreWeave, a pure AI data center company, saw its stock plummet by 21% over the past five trading days, reflecting a sharp market sentiment reversal [9] - Meta, which has heavily invested in AI, is reportedly seeking to downsize its AI department, leading to $4.7 billion in short positions against the company, yielding over $1.1 billion in profits for short-sellers [12]