美国股市技术板块陷入调整，标普500指数和纳斯达克期货走低1，其中半导体股票成为抛售重点。根据华尔街分析，美国芯片股市值可能面临2万亿美元的缩水1。这是科技股连续第二天出现下跌的表现1。
投资者对芯片行业龙头的热情明显降温。Baird分析师Mortenson指出，华尔街正在"厌倦英伟达银行、AMD银行和博通银行"1，反映出市场对英伟达、AMD和博通等芯片巨头关注度的下滑。全球科技股抛售趋势随之深化，人工智能股票的热度也出现波动1。
U.S. equity futures are facing renewed pressure as technology stocks extend their downward trajectory, with the S&P 500 and Nasdaq futures slipping lower amid a continued semiconductor sector selloff 1. The chip industry is bearing the brunt of investor retrenchment, with U.S. semiconductor stocks potentially facing losses of approximately two trillion dollars in market value 1.
The pullback reflects a notable shift in market sentiment toward major chip manufacturers. According to Baird analyst Mortenson, Wall Street is growing weary of what he characterized as "NVIDIA Bank, AMD Bank, and Broadcom Bank," signaling diminishing enthusiasm for these semiconductor giants among investors 1. The broader technology sector continues to experience deepening global selloff pressure, as the earlier momentum surrounding artificial intelligence stocks shows signs of wavering 1.
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