全球主要股市周四遭遇显著下滑，科技股领跌。标普500指数下跌1.2%至7,663.43点1，创7月以来最差表现1，纳斯达克综合指数跌幅更大，下跌2.6%至26,008.86点1，而道琼斯工业平均指数仅上升11点，涨幅不足0.1%1。芯片和数据中心相关企业遭受重创，英伟达股价下跌4.4%1，芯片制造设备商Lam Research跌幅最大，下跌11.8%1，数据中心服务商CoreWeave下跌10.1%1。尽管Meta公布收入超预期，该公司股价仍下跌7%1，特斯拉股价下跌3.1%1。下跌源于对AI芯片和数据中心融资成本上升的担忧，以及对相关股价过高的顾虑1。
亚欧股市同样承压。韩国Kospi指数下跌3.5%1，香港恒生指数下跌3%1，日本日经225指数下跌2.7%1，法国CAC 40指数下跌1.4%1。地缘政治因素推升大宗商品价格，布伦特原油上涨4%至每桶113.17美元，升至五个月高位1。10年期美国国债收益率则从5.13%下滑至4.97%1。日用消费品制造商宝洁逆势上升，股价上涨5.6%1，其首席执行官Shailesh Jejurikar表示，公司预期"地缘政治和经济挑战"将持续存在1。
Global equity markets declined sharply on Thursday, driven by a widespread pullback in technology stocks despite many companies reporting better-than-expected earnings. The S&P 500 fell 1.2% to close at 7,663.43 points, marking its worst performance since July, while the Nasdaq Composite dropped 2.6% to 26,008.86 points 1. The Dow Jones Industrial Average barely moved, gaining just 11 points or less than 0.1% 1. Meanwhile, crude oil prices surged 4% to $113.17 per barrel amid concerns over geopolitical tensions, reaching a five-month high 1.
The selloff was concentrated in AI-related stocks, with investors citing concerns over rising financing costs for AI chips and data centers, as well as worries about inflated valuations 1. Nvidia fell 4.4%, while Meta dropped 7% despite reporting revenue that exceeded forecasts 1. Other technology stocks also experienced significant declines, including Tesla down 3.1%, Lam Research down 11.8%, and CoreWeave falling 10.1% 1. The technology weakness extended internationally, with South Korea's Kospi index declining 3.5%, Hong Kong's Hang Seng Index dropping 3%, Japan's Nikkei 225 falling 2.7%, and France's CAC 40 down 1.4% 1. Procter & Gamble bucked the trend, rising 5.6%, as CEO Shailesh Jejurikar stated the company anticipates that "geopolitical and economic challenges" will persist 1. The 10-year U.S. Treasury yield fell from 5.13% to 4.97% as investors sought safer assets 1.
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