-- 周二下午，科技股下跌，道富科技精选行业SPDR ETF (XLK)下跌2.2%，道富SPDR标普半导体ETF (XSD)下跌4.9%。 费城半导体指数下跌4.2%。 企业新闻方面，《华尔街日报》援引匿名消息人士报道称，OpenAI近期未能实现其新增用户和营收目标。Wedbush分析师Matt Bryson在一份报告中指出：“《华尔街日报》部分将此事件解读为对数据中心支出的担忧，认为OpenAI在销售放缓的情况下过度投资。我们认为，基础设施需求依然强劲，这在很大程度上是由人工智能应用增长所驱动的，从而为半导体和组件供应商创造了广泛的需求驱动力。”科技巨头英伟达 (NVDA) 下跌 2.9%，博通 (AVGO) 下跌 5.1%，AMD 下跌 3.8%，甲骨文 (ORCL) 下跌 3.7%，英特尔 (INTC) 下跌 2.9%。
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