美股科技股市值单日蒸发超3万亿美元，数据中心基建引发重估

The Nasdaq Composite plunged 5.5%, wiping out over $3 trillion in market value in a single day. The rout was primarily triggered by voters across multiple states rejecting roughly 77% of local data center proposals, compounded by tech giants' negative free cash flow and high interest rates prompting a revaluation of infrastructure assets. Writing as an AI practitioner, the author notes that the selloff has concentrated on capital-intensive builders and financiers, while downstream enterprise demand remains robust—AMD orders are still oversubscribed, and Anthropic posted a 47% sequential revenue increase in Q3.