<p>（更新初步收盘价格）</p><p>上周初请失业金人数降幅低于预期</p><p>科技股、大型股和运输股大幅下跌</p><p>个人电脑制造商因同行警告内存短缺而下跌</p><p>思科在第二季度调整后的利润率未达预期后股价下跌</p><p>作者：Sinéad Carew 和 Twesha Dikshit</p><p>2 月 12 日（路透社）- 华尔街指数大幅下跌，纳斯达克指数下跌 2%，投资者加大了对科技股的抛售，并因对人工智能干扰的担忧而逃离运输股。</p><p>在开盘时上涨后，股指转为下跌，投资者逃离风险较高的行业，转向公用事业（.SPLRCU）、消费品（.SPLRCS）和房地产（.SPLRCR）等更具防御性的投资。</p><p>在投资者对人工智能对竞争的影响感到压力之际，思科系统（CSCO.O）发布的季度更新表现不佳，进一步打击了市场对科技股的信心。运输公司也因对人工智能干扰的担忧而受到影响。</p><p>“市场的更广泛叙述是，哪些行业和领域能够通过人工智能投资提高生产力，而反过来，哪些行业将受到人工智能的干扰，” GuideStone Funds 的首席投资分析师 Jack Herr 表示。</p><p>“我们将这一年视为人工智能的 ‘证明年’。我们需要开始看到一些投资回报。”</p><p>根据初步数据，标准普尔 500 指数（.SPX）下跌 108.85 点，或 1.57%，收于 6,832.62 点，而纳斯达克综合指数（.IXIC）下跌 469.32 点，或 2.02%，至 22,600.85 点。道琼斯工业平均指数（.DJI）下跌 668.88 点，或 1.33%，至 49,453.61 点。</p><h3>投资者等待通胀报告，解析失业数据</h3><p>在周三强于预期的就业报告引发对美联储可能不太可能降息的担忧后，投资者为周五即将发布的 1 月份消费者物价指数报告做好准备。周四的数据表明，上周申请失业救济的新申请人数降幅低于预期，可能是由于冬季风暴造成的干扰仍在持续。</p><p>“我们正处于两个关键经济宏观报告之间的过渡期，” 亨廷顿财富管理公司的首席投资官 Marc Dizard 表示。他补充说，市场还在应对对人工智能对思科等公司的影响的担忧。思科的股价在这家网络设备提供商发布的季度调整毛利率低于预期后大幅下跌。标准普尔 500 软件指数（.SPLRCIS）也下跌，此前该指数在上周遭受重创后有所反弹。在本次交易中，AppLovin（APP.O）是最大的百分比下跌者，该公司发布了第四季度业绩。由于竞争激烈，该营销平台的股价今年受到压力。</p><p>道琼斯运输平均指数（.DJT）下跌，CH Robinson（ROL.N）、Landstar 和 Expeditors International（EXPD.N）的股价大幅下跌。</p><p>CNBC 报道称，人工智能公司 Algorhythm Holdings（RIME.O）推出的新工具使得运输公司成为投资者对人工智能干扰担忧的最新目标。</p><p>“在运输招聘的就业报告中存在疲软，” Global X 的投资策略主管 Scott Helfstein 表示，指的是周三的就业报告。“再加上自动化可能带来的干扰以及需求减弱的风险。”</p><p>费城证券交易所半导体指数（.SOX）下跌，包括苹果（AAPL.O）、英伟达（NVDA.O）和亚马逊（AMZN.O）在内的大型股是标准普尔 500 指数的最大拖累。</p><p>财报季重新唤起了投资者对今年雄心勃勃的资本支出担忧，亚马逊、谷歌（GOOGL.O）、Meta（META.O）和微软（MSFT.O）预计将在人工智能主导的竞争中共同支出约 6500 亿美元。Equinix（EQIX.O）的股价在这家最大的数据显示中心运营商周三预测年收入超出预期后上涨，押注于强劲的人工智能相关需求。由于中国联想警告内存芯片短缺导致出货压力，个人电脑制造商的股价下跌，惠普（HPQ.N）和戴尔科技（DELL.N）的股价也受到影响。</p>

纳斯达克 OMX 交易所

思科

纳斯达克 100 指数

<p>华尔街主要指数大幅下跌，科技股因对人工智能干扰的担忧而遭遇抛售。道琼斯指数下跌 0.96%，标准普尔 500 指数下跌 1.17%，纳斯达克指数下跌 1.69%。思科令人失望的季度业绩加剧了科技股的下滑，同时运输类股票也受到影响。投资者正等待关键的通胀数据，并分析最近的失业救济申请数据，后者显示下降幅度低于预期。总体而言，市场正在应对人工智能对各个行业潜在影响的挑战，导致波动性加大，投资者情绪谨慎</p>

<p>(Updates with preliminary closing prices)</p>
<div class="lb-trans"><p>（更新初步收盘价格）</p>
</div><p>Weekly jobless claims fell less than expected last week</p>
<div class="lb-trans"><p>上周初请失业金人数降幅低于预期</p>
</div><p>Tech, megacaps, transport stocks sell off sharply</p>
<div class="lb-trans"><p>科技股、大型股和运输股大幅下跌</p>
</div><p>Personal computer makers dip after peer warns of memory shortage</p>
<div class="lb-trans"><p>个人电脑制造商因同行警告内存短缺而下跌</p>
</div><p>Cisco falls after Q2 adjusted margin misses estimates</p>
<div class="lb-trans"><p>思科在第二季度调整后的利润率未达预期后股价下跌</p>
</div><p>By Sinéad Carew and Twesha Dikshit</p>
<div class="lb-trans"><p>作者：Sinéad Carew 和 Twesha Dikshit</p>
</div><p>Feb 12 (Reuters) - Wall Street indexes fell sharply, with the Nasdaq slumping 2%, as investors intensified their selloff of technology shares and fled transport stocks amid worries about artificial intelligence disruption.</p>
<div class="lb-trans"><p>2 月 12 日（路透社）- 华尔街指数大幅下跌，纳斯达克指数下跌 2%，投资者加大了对科技股的抛售，并因对人工智能干扰的担忧而逃离运输股。</p>
</div><p>After starting the day higher, equity indexes turned negative as investors fled riskier sectors and placed more defensive bets such as utilities (.SPLRCU) , consumer staples (.SPLRCS) and real estate (.SPLRCR) .</p>
<div class="lb-trans"><p>在开盘时上涨后，股指转为下跌，投资者逃离风险较高的行业，转向公用事业（.SPLRCU）、消费品（.SPLRCS）和房地产（.SPLRCR）等更具防御性的投资。</p>
</div><p>At a time when investors have been stressed about the impact AI would have on competition, a less-than-impressive quarterly update from Cisco Systems (CSCO.O) helped to sour the market on technology stocks broadly. Transportation companies also got caught up in worries about AI disruption.</p>
<div class="lb-trans"><p>在投资者对人工智能对竞争的影响感到压力之际，思科系统（CSCO.O）发布的季度更新表现不佳，进一步打击了市场对科技股的信心。运输公司也因对人工智能干扰的担忧而受到影响。</p>
</div><p>“The broader narrative within the market is what sectors and industries can increase productivity from AI investments, and on the flip side, what industries are going to be disrupted by AI,” said Jack Herr, primary investment analyst at GuideStone Funds.</p>
<div class="lb-trans"><p>“市场的更广泛叙述是，哪些行业和领域能够通过人工智能投资提高生产力，而反过来，哪些行业将受到人工智能的干扰，” GuideStone Funds 的首席投资分析师 Jack Herr 表示。</p>
</div><p>“We see this as a ‘prove it’ year for AI. We need to start seeing some return on investments.”</p>
<div class="lb-trans"><p>“我们将这一年视为人工智能的 ‘证明年’。我们需要开始看到一些投资回报。”</p>
</div><p>According to preliminary data, the S&amp;P 500 (.SPX) lost 108.85 points, or 1.57%, to end at 6,832.62 points, while the Nasdaq Composite (.IXIC) lost 469.32 points, or 2.02%, to 22,600.85. The Dow Jones Industrial Average (.DJI) fell 668.88 points, or 1.33%, to 49,453.61.</p>
<div class="lb-trans"><p>根据初步数据，标准普尔 500 指数（.SPX）下跌 108.85 点，或 1.57%，收于 6,832.62 点，而纳斯达克综合指数（.IXIC）下跌 469.32 点，或 2.02%，至 22,600.85 点。道琼斯工业平均指数（.DJI）下跌 668.88 点，或 1.33%，至 49,453.61 点。</p>
</div><h3>INVESTORS AWAIT INFLATION REPORT, PARSE JOBLESS DATA</h3>
<div class="lb-trans"><h3>投资者等待通胀报告，解析失业数据</h3>
</div><p>After Wednesday’s stronger-than-expected jobs report fueled worries the Federal Reserve could now be less likely to cut rates, investors braced for the January Consumer Price Index report, due on Friday. Thursday’s data showed the number of Americans filing new applications for unemployment benefits decreased by less than expected last week, likely as disruptions from winter storms lingered.</p>
<div class="lb-trans"><p>在周三强于预期的就业报告引发对美联储可能不太可能降息的担忧后，投资者为周五即将发布的 1 月份消费者物价指数报告做好准备。周四的数据表明，上周申请失业救济的新申请人数降幅低于预期，可能是由于冬季风暴造成的干扰仍在持续。</p>
</div><p>“We’re in that in-between zone between two key economic macro reports,” said Marc Dizard, chief investment officer at Huntington Wealth Management. He added the market is also contending with concerns about the impact of AI on companies such as Cisco. Cisco shares slumped after the networking equipment provider posted quarterly adjusted gross margin below estimates. The S&amp;P 500 software index (.SPLRCIS) also fell, after bouncing back from last week’s drubbing. Its biggest percentage decliner during the session was AppLovin (APP.O) , which reported fourth-quarter results. Shares in the marketing platform have come under pressure this year due to intense competition.</p>
<div class="lb-trans"><p>“我们正处于两个关键经济宏观报告之间的过渡期，” 亨廷顿财富管理公司的首席投资官 Marc Dizard 表示。他补充说，市场还在应对对人工智能对思科等公司的影响的担忧。思科的股价在这家网络设备提供商发布的季度调整毛利率低于预期后大幅下跌。标准普尔 500 软件指数（.SPLRCIS）也下跌，此前该指数在上周遭受重创后有所反弹。在本次交易中，AppLovin（APP.O）是最大的百分比下跌者，该公司发布了第四季度业绩。由于竞争激烈，该营销平台的股价今年受到压力。</p>
</div><p>The Dow Jones Transport Average (.DJT) lost ground with CH Robinson (ROL.N) , Landstar and Expeditors International (EXPD.N) shares tumbling.</p>
<div class="lb-trans"><p>道琼斯运输平均指数（.DJT）下跌，CH Robinson（ROL.N）、Landstar 和 Expeditors International（EXPD.N）的股价大幅下跌。</p>
</div><p>CNBC reported that a new tool from AI company Algorhythm Holdings (RIME.O) made trucking companies the latest target of investor worries about AI disruption.</p>
<div class="lb-trans"><p>CNBC 报道称，人工智能公司 Algorhythm Holdings（RIME.O）推出的新工具使得运输公司成为投资者对人工智能干扰担忧的最新目标。</p>
</div><p>“There was weakness in the jobs report on transportation hiring,” said Scott Helfstein, head of investment strategy at Global X, referring to Wednesday’s jobs report. “Layer that on top of potential disruption from automation as well as risks of weaker demand.”</p>
<div class="lb-trans"><p>“在运输招聘的就业报告中存在疲软，” Global X 的投资策略主管 Scott Helfstein 表示，指的是周三的就业报告。“再加上自动化可能带来的干扰以及需求减弱的风险。”</p>
</div><p>The Philadelphia SE Semiconductor index (.SOX) fell and megacaps including Apple (AAPL.O) , Nvidia (NVDA.O) and Amazon.com (AMZN.O) were among the biggest drags on the S&amp;P 500.</p>
<div class="lb-trans"><p>费城证券交易所半导体指数（.SOX）下跌，包括苹果（AAPL.O）、英伟达（NVDA.O）和亚马逊（AMZN.O）在内的大型股是标准普尔 500 指数的最大拖累。</p>
</div><p>Earnings season has revived investor worries about ambitious capital spending this year, with Amazon, Google (GOOGL.O) , Meta (META.O) and Microsoft (MSFT.O) collectively expected to spend around $650 billion in the race for AI dominance. Equinix (EQIX.O) shares rallied after the largest data-center operator forecast annual revenue above estimates on Wednesday, betting on strong AI-linked demand. Its gain helped boost the S&amp;P 500 real estate index. Personal-computer makers fell after China’s Lenovo warned of shipment pressure due to a memory-chip shortage, weakening shares of HP (HPQ.N) and Dell Technologies (DELL.N) .</p>
<div class="lb-trans"><p>财报季重新唤起了投资者对今年雄心勃勃的资本支出担忧，亚马逊、谷歌（GOOGL.O）、Meta（META.O）和微软（MSFT.O）预计将在人工智能主导的竞争中共同支出约 6500 亿美元。Equinix（EQIX.O）的股价在这家最大的数据显示中心运营商周三预测年收入超出预期后上涨，押注于强劲的人工智能相关需求。由于中国联想警告内存芯片短缺导致出货压力，个人电脑制造商的股价下跌，惠普（HPQ.N）和戴尔科技（DELL.N）的股价也受到影响。</p>
</div>

US STOCKS-Wall Street sinks as tech rout deepens on AI angst

- 美国股市大幅下跌，纳斯达克指数下滑 2%。  
- 投资者对 AI 干扰的担忧加剧，科技股出现抛售。  
- Cisco 公布季报显示毛利率低于预期，市场反应不佳。

Reuters

纳斯达克综合指数

纳斯达克 100 指数 ETF - Invesco

3 倍做多纳指 ETF - ProShares

Direxion Daily CSCO Bear 1X Shares

云计算 ETF - GlobalX

标普 500 ETF - iShares

标普软件与服务 ETF - SPDR

纳斯达克 100 平均加权指数 ETF - First Trust

Direxion Daily CSCO Bull 2X Shares

Global X NASDAQ 100 Collar 95-110 ETF

云计算股指数 ETF - First Trust

纳指 100 ETF - Invesco

2 倍做多纳斯达克 100 指数 ETF - ProShares

北美科技软件股指数 ETF - iShares

全球科技股指数 ETF - iShares

标普 500 ETF - SPDR

Global X 机器人工智能ETF

标普 500 ETF - Vanguard

iShares Future AI & Tech ETF

创新 ETF - ARK

美国股市——由于对人工智能的担忧加剧，华尔街下跌，科技股暴跌