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Gary Marcus称科技股与AI市场陷入全面大跌动荡

1 reports1 reporting sourcesUpdated 5 hours ago

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据 Gary Marcus 表示,科技股市场已陷入大范围暴跌,几乎所有公司都未能幸免。此前,市场走势曾呈现分化状态:芯片制造商与 CoreWeave 等新兴云厂商遭遇沉重打击;而亚马逊、苹果与 Google 等超大规模企业,曾因投资者预期其削减 AI 数据中心 CapEx 资本支出、或认为其更能应对现金紧缩局面,一度出现反弹。但目前大跌态势已蔓延至几乎全行业。

AI-generated from reports · Updated 4 hours ago

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Nov 6
  1. Gary Marcus
    Gary Marcus:科技股与 AI 市场陷入大跌动荡

    Gary Marcus 指出科技股市场陷入大范围暴跌,几乎所有公司都未能幸免。此前市场走势曾出现分化,芯片制造商与 CoreWeave 等新兴云厂商受到沉重打击,而亚马逊、苹果与 Google 等超大规模企业曾因投资者预期其削减 AI 数据中心 CapEx 支出或更能应对现金紧缩而出现反弹。

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