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《美股》美股兩連跌 AI股英偉達、甲骨文持續受壓 阿里巴巴ADR高收逾8%
市場對AI產業可能出現內循環投資的憂慮升溫,美股第二日下跌。標普500指數週三下跌0.3%,收報6,637點;納指跌0.3%,收報22,497點;道指下挫171點或0.4%,收報46,121點。 英偉達(NVDA.US)延續週二跌勢,股價再跌0.8%。甲骨文(ORCL.US)亦連跌兩日,週三再跌1.7%。有消息指,蘋果(AAPL.US)可能對英特爾(INTC.US)進行投資,刺激英特爾股價一度急漲8%,收市仍升6.4%。 美國自8月起對歐盟汽車進口關稅降至15%,消息帶動通用汽車(GM.US)股價上升逾2%。 阿里(BABA.US)推出新AI模型,並計劃將全球數據中心擴容十倍,花旗預料其將迎來結構性機遇,推動阿里巴巴美股ADR股價上漲8.2%。
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