影枫16
10-17
老黄，别说话了，吹个大气球，爆了咋办……吹气球是常态，但慢慢吹，别一下来个超大的……你让其他行业怎么办，全停，全搞你的AI，用你家芯片？
费城半导体连跌八个交易日，黄仁勋：“这一切终将过去”，AI变革才刚刚开始
华尔街见闻
紧盯全球金融市场，覆盖股市、外汇、债券、大宗商品等。
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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n费城半导体连跌八个交易日，黄仁勋：“这一切终将过去”，AI变革才刚刚开始\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-10-17 04:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">人工智能基础设施热潮遭遇投资者信心考验之际，英伟达首席执行官黄仁勋公开为AI前景背书，呼吁市场聚焦长期基本面。</p><p style=\"text-align: left;\">黄仁勋周四在柏林接受彭博采访时表示，<strong>眼下市场动荡"终将过去"，原因在于AI技术具有变革性，将对每一个行业和每一个国家产生积极影响。他强调，这一进程仍处于起点，不会因短期波动而改变。</strong></p><p style=\"text-align: left;\">这番表态发布于费城半导体指数连续第八个交易日下跌之际，此轮下跌势头为2008年以来最长连跌纪录，英伟达自身股价在过去八个交易日中亦有七日录得跌幅。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ec4ca94e0c544c8ba136d9317f32489\" data-align=\"center\" tg-width=\"2032\" tg-height=\"1220\"/><span></span></p><p style=\"text-align: left;\">AI基础设施建设的代表性企业CoreWeave本周首当其冲，股价单周重挫逾四分之一，其公司债券价格亦跌至通常预示财务困境的水平。英伟达是CoreWeave的主要股东之一。</p><h2 style=\"text-align: left;\">市场动荡难撼AI基本面判断</h2><p style=\"text-align: left;\">黄仁勋在采访中对当前的市场环境保持乐观立场。<strong>"一些消息面确实嘈杂，"他说，"新闻每天都在发生，但这不会改变基本面。"</strong></p><p style=\"text-align: left;\">他预计，企业对AI硬件的大规模投入最终将产生可观回报，从而逐步消解市场的不安情绪。在他看来，当前投资者所担忧的AI支出可持续性问题，将随技术价值的兑现而化解。</p><p style=\"text-align: left;\">黄仁勋多次敦促投资者超越短期报告的视野，将注意力集中于技术的长期价值。<strong>"回归第一性原理，聚焦基本面，"他在采访中再度强调。</strong></p><h2 style=\"text-align: left;\">芯片股承压，CoreWeave遭受重创</h2><p style=\"text-align: left;\">此轮抛售波及整个芯片及AI基础设施板块。费城半导体指数已连跌八个交易日，创下自2008年金融危机以来最长跌势；英伟达股价在过去八个交易日中七度收跌。</p><p style=\"text-align: left;\">压力集中体现在云计算服务商CoreWeave身上。该公司股价本周跌幅达四分之一，其公司债券亦跌至通常被市场视为困境信号的价格区间。英伟达作为CoreWeave的重要支持方之一，持有后者股份。</p><p style=\"text-align: left;\">此轮市场调整的背景是，投资者对借贷成本持续偏高环境下AI支出能否维系产生疑虑，对相关企业的盈利路径愈发审慎。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/67ec0f30d5f8ce820832c006521e210a","relate_stocks":{"NVDW":"NVDA周配息ETF-Roundhill","LU2954938101.SGD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A8P\" (SGD) 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