<p>本周许多大型科技股下跌，以零售宠儿 <strong>Palantir Technologies, Inc.</strong> PLTR 为首。近期 AI 股票的激增是否过于迅速？</p>
<h2>AI 泡沫？</h2>
<p>最近的一项 Benzinga 读者调查显示，大多数零售投资者拒绝认为 AI 热潮代表着泡沫。</p>
<p>调查询问零售投资者市场是否处于 AI 主导的泡沫中，还是 AI 是扩张的机会？以下是结果：</p>
<ul>
<li>52% 认为 AI 是未来，没有泡沫。</li>
<li>29% 认为市场处于 AI 泡沫中。</li>
<li>18% 表示不确定。</li>
</ul>
<p>结果显示，大多数个人投资者相信 AI 将带来进一步增长，但近期科技股的回调是不可否认的。</p>
<h2>科技股下跌</h2>
<p>上周，Citron 的 <strong>Andrew Left</strong> 宣布对 Palantir 建立空头头寸，认为该股在接近每股 190 美元时 “已经严重高估”。Citron 后来辩称 Palantir 的股价应该在 40 美元左右。</p>
<p>Palantir 的股价在周三继续暴跌，过去五天下跌超过 20%。</p>
<p><strong>NVIDIA Corp.</strong> NVDA、<strong>Micron Technology, Inc.</strong> MU 和 <strong>Advanced Micro Devices, Inc.</strong> AMD 等半导体股票大幅下跌。<strong>Dell Technologies, Inc.</strong> DELL 和 <strong>Taiwan Semiconductor Manufacturing Co.</strong> TSM 的股价也随之下跌。</p>
<h2>发生了什么？</h2>
<p>科技股受到多种因素的压力：在近期急剧反弹后获利了结、对估值的怀疑以及对政府政策的担忧，因为特朗普政府正在关注 <strong>Intel Corp.</strong> INTC 的股份。</p>
<p>市场在本周晚些时候的杰克逊霍尔联邦储备经济政策会议前也表现出谨慎。投资者将关注美联储主席 <strong>Jerome Powell</strong> 的讲话，以获取关于未来降息、关税对通胀的影响以及劳动力市场趋势的线索。</p>
<h2>前景如何？</h2>
<p>如果投资者将回调视为 “抄底” 的机会，零售情绪的韧性可能会在未来几天为科技股提供支持。</p>
<p>如果领先公司的收入继续验证增长叙事，这次回调可能会被记住为一次短暂的喘息，而不是 AI 泡沫的破裂。</p>
<ul>
<li><strong>本周零售投资者关注的盈利股票：Faraday Future、XPeng、沃尔玛等</strong></li>
</ul>
<p><em>照片来源：Shutterstock</em></p>

PLTR

<p>Palantir Technologies, Inc.（纳斯达克代码：PLTR）引领科技股下跌，最近的一项调查显示 52% 的散户投资者认为人工智能热潮不是泡沫。尽管有这种情绪，Palantir 的股价在五天内下跌超过 20%，受到获利了结和对估值的怀疑影响。其他科技股，包括 NVIDIA 和 AMD，也出现下跌。投资者在美联储的经济政策事件前保持谨慎，但如果被视为买入机会，散户情绪可能会支持反弹</p>

<p>Many large tech stocks are falling this week, led lower by retail darling <strong>Palantir Technologies, Inc.</strong> PLTR. Has the recent surge in AI stocks gone too far, too fast?</p>
<div class="lb-trans"><p>本周许多大型科技股下跌，以零售宠儿 <strong>Palantir Technologies, Inc.</strong> PLTR 为首。近期 AI 股票的激增是否过于迅速？</p>
</div><h2>AI Bubble?</h2>
<div class="lb-trans"><h2>AI 泡沫？</h2>
</div><p>A recent poll of Benzinga readers showed that the majority of retail investors reject the idea that the AI boom represents a bubble.</p>
<div class="lb-trans"><p>最近的一项 Benzinga 读者调查显示，大多数零售投资者拒绝认为 AI 热潮代表着泡沫。</p>
</div><p>The poll asked retail investors if the market is in an Al-led bubble or is Al an opportunity for expansion? Here are the results:</p>
<div class="lb-trans"><p>调查询问零售投资者市场是否处于 AI 主导的泡沫中，还是 AI 是扩张的机会？以下是结果：</p>
</div><ul>
<li>52% said Al is the future, no bubble.</li>
<li>29% said the market is in an Al bubble.</li>
<li>18% said they are not sure.</li>
</ul>
<div class="lb-trans"><ul>
<li>52% 认为 AI 是未来，没有泡沫。</li>
<li>29% 认为市场处于 AI 泡沫中。</li>
<li>18% 表示不确定。</li>
</ul>
</div><p>The results show that most individual investors believe that AI will lead to further growth, but the recent pull-back in tech cannot be denied.</p>
<div class="lb-trans"><p>结果显示，大多数个人投资者相信 AI 将带来进一步增长，但近期科技股的回调是不可否认的。</p>
</div><h2>Tech Stocks Sink</h2>
<div class="lb-trans"><h2>科技股下跌</h2>
</div><p>Last week, Citron's <strong>Andrew Left</strong> announced a short position against Palantir, suggesting that the stock was &#34;beyond overvalued&#34; at nearly $190 per share. Citron later argued that Palantir stock should be trading at $40.</p>
<div class="lb-trans"><p>上周，Citron 的 <strong>Andrew Left</strong> 宣布对 Palantir 建立空头头寸，认为该股在接近每股 190 美元时 “已经严重高估”。Citron 后来辩称 Palantir 的股价应该在 40 美元左右。</p>
</div><p>Palantir shares continued to plummet on Wednesday and were down more than 20% over the past five days.</p>
<div class="lb-trans"><p>Palantir 的股价在周三继续暴跌，过去五天下跌超过 20%。</p>
</div><p>Semiconductor stocks like <strong>NVIDIA Corp.</strong> NVDA, <strong>Micron Technology, Inc.</strong> MU and <strong>Advanced Micro Devices, Inc.</strong> AMD were down dramatically. Shares of <strong>Dell Technologies, Inc.</strong> DELL and <strong>Taiwan Semiconductor Manufacturing Co.</strong> TSM also followed lower.</p>
<div class="lb-trans"><p><strong>NVIDIA Corp.</strong> NVDA、<strong>Micron Technology, Inc.</strong> MU 和 <strong>Advanced Micro Devices, Inc.</strong> AMD 等半导体股票大幅下跌。<strong>Dell Technologies, Inc.</strong> DELL 和 <strong>Taiwan Semiconductor Manufacturing Co.</strong> TSM 的股价也随之下跌。</p>
</div><h2>What's Going On?</h2>
<div class="lb-trans"><h2>发生了什么？</h2>
</div><p>Tech stocks are under pressure from several factors: profit-taking following recent steep rallies, skepticism about valuations and concerns about government policy as the Trump administration eyes a stake in <strong>Intel Corp.</strong> INTC</p>
<div class="lb-trans"><p>科技股受到多种因素的压力：在近期急剧反弹后获利了结、对估值的怀疑以及对政府政策的担忧，因为特朗普政府正在关注 <strong>Intel Corp.</strong> INTC 的股份。</p>
</div><p>Markets are also showing caution ahead of the Federal Reserve's economic policy event at Jackson Hole later this week. Investors will be watching Fed Chair <strong>Jerome Powell</strong>‘s remarks for clues about future rate cuts, the impact of tariffs on inflation and labor market trends.</p>
<div class="lb-trans"><p>市场在本周晚些时候的杰克逊霍尔联邦储备经济政策会议前也表现出谨慎。投资者将关注美联储主席 <strong>Jerome Powell</strong> 的讲话，以获取关于未来降息、关税对通胀的影响以及劳动力市场趋势的线索。</p>
</div><h2>What's Ahead?</h2>
<div class="lb-trans"><h2>前景如何？</h2>
</div><p>The resilience of retail sentiment could provide support for tech stocks in the days ahead if investors see the pull-back as an opportunity to &#34;buy the dip.&#34;</p>
<div class="lb-trans"><p>如果投资者将回调视为 “抄底” 的机会，零售情绪的韧性可能会在未来几天为科技股提供支持。</p>
</div><p>If revenues across leading firms continue to validate growth narratives, this pullback could be remembered as a temporary breather, not the bursting of an AI bubble.</p>
<div class="lb-trans"><p>如果领先公司的收入继续验证增长叙事，这次回调可能会被记住为一次短暂的喘息，而不是 AI 泡沫的破裂。</p>
</div><ul>
<li><strong>Retail Investors’ Top Stocks With Earnings This Week: Faraday Future, XPeng, Walmart And More</strong></li>
</ul>
<div class="lb-trans"><ul>
<li><strong>本周零售投资者关注的盈利股票：Faraday Future、XPeng、沃尔玛等</strong></li>
</ul>
</div><p><em>Photo: Shutterstock</em></p>
<div class="lb-trans"><p><em>照片来源：Shutterstock</em></p>
</div>

Palantir Leads Tech Stock Slide: 52% Of Retail Investors Say No AI 'Bubble'

- 大型科技股本周下跌，Palantir Technologies 领跌。  
- 大多数零售投资者认为 AI 代表未来而非泡沫。  
- 投资者关注美联储政策，可能影响科技股走势。  

Palantir Tech 引领科技股下跌：52% 的散户投资者认为没有 AI‘泡沫’