<p>数据中心交易正经历自特朗普总统在四月宣布关税以来最严重的抛售。</p>
<p>高盛的人工智能数据中心股票主题篮子在东部时间中午 12 点左右下跌超过 6%，这使其有望创下自关税宣布以来的最糟糕表现。</p>
<p>损失重创了投资热潮中心的庞大混凝土服务器仓库所需的几乎所有输入形式。</p>
<p>包括数据存储公司如 Sandisk、西部数据和希捷科技在内的硬件制造商，以及 DRAM 制造商美光——这些都是今年标准普尔 500 指数中表现最好的股票——都遭受了重创，网络股票如思科和 Arista Networks，以及数据中心建设商如 Vertiv Holdings 和电气机械承包商 Emcor 也同样受到影响。</p>
<p>对人工智能一切事物的乐观情绪似乎在这一周消散，因为股市对甲骨文和博通的平淡季度业绩反应不佳，出现了紧张的抛售和对不断增长的债务可能影响现金流的担忧。</p>
<p>这些担忧似乎在周五蔓延到人工智能热潮的附属受益者，零售抄底买家尚未——至少到目前为止——介入购买，导致图表出现大幅下滑，正值周末临近。</p>

西部数据

ANET

<p>数据中心行业正经历显著的抛售，高盛的人工智能数据中心股票下跌超过 6%，创下自特朗普宣布关税以来的最差表现。硬件制造商如 Sandisk、西部数据和希捷，以及网络股票思科和 Arista Networks 也受到影响。对人工智能乐观情绪和不断增长的债务的担忧正在加剧这一下滑，影响与人工智能繁荣相关的股票</p>

<p>The data center trade is seeing its steepest sell-off since the market rout that was ignited by President Donald Trump’s Rose Garden tariff announcement back in April.</p>
<div class="lb-trans"><p>数据中心交易正经历自特朗普总统在四月宣布关税以来最严重的抛售。</p>
</div><p>Goldman Sachs’ themed basket of AI data center shares was down more than 6% at around 12 p.m. ET, putting it on track for its worst day since the tariff announcement.</p>
<div class="lb-trans"><p>高盛的人工智能数据中心股票主题篮子在东部时间中午 12 点左右下跌超过 6%，这使其有望创下自关税宣布以来的最糟糕表现。</p>
</div><p>Losses hammered seemingly every form of input needed for the sprawling concrete server warehouses at the heart of the investment boom.</p>
<div class="lb-trans"><p>损失重创了投资热潮中心的庞大混凝土服务器仓库所需的几乎所有输入形式。</p>
</div><p>Hardware makers including data storage companies like Sandisk, Western Digital, and Seagate Technology Holdings, as well as DRAM maker Micron — some of the best-performing stocks in the S&amp;P 500 this year — were taking a licking, as were networking stocks Cisco and Arista Networks and data center builders such as Vertiv Holdings and electrical and mechanical contractor Emcor.</p>
<div class="lb-trans"><p>包括数据存储公司如 Sandisk、西部数据和希捷科技在内的硬件制造商，以及 DRAM 制造商美光——这些都是今年标准普尔 500 指数中表现最好的股票——都遭受了重创，网络股票如思科和 Arista Networks，以及数据中心建设商如 Vertiv Holdings 和电气机械承包商 Emcor 也同样受到影响。</p>
</div><p>Optimism for all things AI has seemed to evaporate throughout the week, as the stock market greeted lackluster quarterly numbers from Oracle and Broadcom with jittery sell-offs and concern about growing debts that could crater cash flows.</p>
<div class="lb-trans"><p>对人工智能一切事物的乐观情绪似乎在这一周消散，因为股市对甲骨文和博通的平淡季度业绩反应不佳，出现了紧张的抛售和对不断增长的债务可能影响现金流的担忧。</p>
</div><p>Those worries seem to be spreading to ancillary beneficiaries of the AI boom on Friday, gouging a chunk out of charts that retail dip buyers have not — at least so far — stepped in to buy as we head into the weekend.</p>
<div class="lb-trans"><p>这些担忧似乎在周五蔓延到人工智能热潮的附属受益者，零售抄底买家尚未——至少到目前为止——介入购买，导致图表出现大幅下滑，正值周末临近。</p>
</div>

数据中心的交易深陷亏损