<p>芯片制造商和人工智能公司的新一轮抛售使美国股市在周五陷入混合状态，科技股重的纳斯达克 100 指数下跌，而以价值为导向的道琼斯指数则在接近历史高点时保持了涨幅。</p>
<p>投资者继续质疑该行业巨额的人工智能支出是否能够证明其高昂的估值是合理的。</p>
<p>西德克萨斯中质原油价格下跌 4.7%，至约 68.55 美元/桶，使得美国基准价格在本月下跌近 23%。这是自 2020 年 3 月以来最糟糕的月度表现，交易者们将目光从霍尔木兹海峡的新闻转向欧佩克恢复伊拉克战前生产配额的迹象。</p>
<p>标准普尔 500 指数基本持平，报 7363 点，上涨约 0.1%；道琼斯工业平均指数上涨约 61 点，也上涨 0.1%，接近 51982 点，受到软件和其他非人工智能公司强劲表现的支持。</p>
<p>纳斯达克 100 指数表现不佳，下跌 0.6%，至约 29253 点，人工智能交易动摇。黄金上涨 1.3%，至约 4081 美元/盎司，尽管本月仍下跌约 8%，但有所回升。</p>
<h2>周五美国主要指数表现</h2>
<table>
<thead>
<tr>
<th>指数</th>
<th>最新</th>
<th>% 变化</th>
</tr>
</thead>
<tbody>
<tr>
<td>标准普尔 500</td>
<td>7,363.43</td>
<td>+0.1%</td>
</tr>
<tr>
<td>道琼斯</td>
<td>51,982</td>
<td>+0.1%</td>
</tr>
<tr>
<td>纳斯达克 100</td>
<td>29,253</td>
<td>-0.6%</td>
</tr>
<tr>
<td>罗素 2000</td>
<td>3,005.03</td>
<td>-0.1%</td>
</tr>
</tbody>
</table>
<p><em>更新时间：东部时间下午 12:25</em></p>
<p>根据 Benzinga Pro 平台：</p>
<ul>
<li><strong>先锋标准普尔 500 ETF (NYSE: VOO)</strong> 上涨 0.1%。</li>
<li><strong>SPDR 道琼斯工业平均指数 ETF 信托 (NYSE: DIA)</strong> 上涨 0.1%。</li>
<li><strong>Invesco QQQ 信托 (NASDAQ: QQQ)</strong> 下跌 0.6%。</li>
<li><strong>iShares 罗素 2000 ETF (NYSE: IWM)</strong> 下跌 0.1%。</li>
</ul>
<h2>半导体行业崩溃，资金转向防御性股票</h2>
<p>科技股明显落后，芯片行业的抛售在整个行业中加深。<strong>VanEck 半导体 ETF (NASDAQ: SMH)</strong> 下跌 3.4%，成为屏幕上表现最差的行业基金。</p>
<p>相比之下，资金转向软件和防御性股票：<strong>iShares 扩展科技 - 软件行业 ETF (NYSE: IGV)</strong> 上涨 3.2%；<strong>VanEck 黄金矿业 ETF (NYSE: GDX)</strong> 随着金价上涨上涨 3.1%；<strong>iShares 生物技术 ETF (NASDAQ: IBB)</strong> 上涨 2.6%。</p>
<p>抛售的中心是 <strong>ON Semiconductor Corp. (NASDAQ: ON)</strong>，在同意以约 70 亿美元的全股票交易收购 <strong>Synaptics Inc. (NASDAQ: SYNA)</strong> 后，股价暴跌 21%。</p>
<p>损失蔓延至芯片和人工智能硬件公司，压力加大，自从博通最近的人工智能收入指引令人失望以来，情况一直在恶化。</p>
<p>光学和人工智能网络供应商 <strong>Lumentum Holdings Inc. (NASDAQ: LITE)</strong> 和 <strong>Corning Inc. (NYSE: GLW)</strong> 分别下跌 8.4% 和 7.8%，因与人工智能基础设施的撤退相关联而受到拖累。</p>
<p>内存公司也承压，<strong>Micron Technology Inc. (NASDAQ: MU)</strong> 在周四因盈利驱动的激增后回落，因担忧人工智能基础设施支出可能放缓。<strong>Western Digital Corp. (NASDAQ: WDC)</strong> 下跌 10.3%。</p>
<p>医疗保健行业引领反弹，受到 <strong>Moderna Inc. (NASDAQ: MRNA)</strong> 的推动，该公司股价上涨 13.8%——当天最大涨幅——在其年度科学日演讲中详细介绍了扩展到肿瘤学和罕见疾病的广泛 mRNA 疗法管道。</p>
<p><strong>AST SpaceMobile Inc. (NASDAQ: ASTS)</strong> 在对其日本监管批准和即将进行的卫星发射的持续乐观情绪中上涨 9.7%，尽管本次会议没有确认任何新的头条新闻。</p>
<h2>周五罗素 1000 指数最大涨幅股票</h2>
<table>
<thead>
<tr>
<th>名称</th>
<th>% 变化</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>Moderna Inc.</strong></td>
<td>+13.8%</td>
</tr>
<tr>
<td><strong>ManpowerGroup Inc.</strong> <strong>(NYSE: MAN)</strong></td>
<td>+10.2%</td>
</tr>
<tr>
<td><strong>AST SpaceMobile Inc.</strong></td>
<td>+9.7%</td>
</tr>
<tr>
<td><strong>FactSet Research Systems Inc.</strong> <strong>(NYSE: FDS)</strong></td>
<td>+9.7%</td>
</tr>
<tr>
<td><strong>Morningstar Inc.</strong> <strong>(NASDAQ: MORN)</strong></td>
<td>+9.1%</td>
</tr>
</tbody>
</table>
<h2>周五罗素 1000 指数最大跌幅股票</h2>
<table>
<thead>
<tr>
<th>名称</th>
<th>% 变化</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>ON Semiconductor Corp.</strong></td>
<td>-21.0%</td>
</tr>
<tr>
<td><strong>Western Digital Corp.</strong></td>
<td>-10.3%</td>
</tr>
<tr>
<td><strong>Entegris Inc.</strong> <strong>(NASDAQ: ENTG)</strong></td>
<td>-10.2%</td>
</tr>
<tr>
<td><strong>Lumentum Holdings Inc.</strong></td>
<td>-8.4%</td>
</tr>
<tr>
<td><strong>Corning Inc.</strong></td>
<td>-7.8%</td>
</tr>
</tbody>
</table>
<p><em>图片来源：Shutterstock</em></p>

标普 500 指数

安森美半导体

纳斯达克 100 指数

<p>美国股市在周五表现不一，半导体和人工智能相关股票大幅下跌，导致纳斯达克 100 指数下跌 0.6%。相反，道琼斯指数和标普 500 指数小幅上涨，受到软件、医疗保健和防御性行业的支持。油价跌破 69 美元，创下显著的月度下跌，而黄金小幅上涨。主要个股方面，安森美半导体因收购交易下跌 21%，而 Moderna 则上涨 13.8%</p>

<p>A fresh burst of selling in chipmakers and artificial-intelligence names dragged U.S. equities into mixed territory Friday, sending the tech-heavy Nasdaq 100 lower while a value-oriented Dow Jones clung to gains near record highs.</p>
<div class="lb-trans"><p>芯片制造商和人工智能公司的新一轮抛售使美国股市在周五陷入混合状态，科技股重的纳斯达克 100 指数下跌，而以价值为导向的道琼斯指数则在接近历史高点时保持了涨幅。</p>
</div><p>Investors continued to question whether the industry’s massive AI spending can justify its lofty valuations.</p>
<div class="lb-trans"><p>投资者继续质疑该行业巨额的人工智能支出是否能够证明其高昂的估值是合理的。</p>
</div><p>West Texas Intermediate crude tumbled 4.7% to around $68.55 a barrel, leaving the U.S. benchmark down nearly 23% for the month. This marks the worst monthly performance since March 2020 as traders look past the Hormuz headlines toward signs OPEC is restoring Iraq’s pre-war production allocations.</p>
<div class="lb-trans"><p>西德克萨斯中质原油价格下跌 4.7%，至约 68.55 美元/桶，使得美国基准价格在本月下跌近 23%。这是自 2020 年 3 月以来最糟糕的月度表现，交易者们将目光从霍尔木兹海峡的新闻转向欧佩克恢复伊拉克战前生产配额的迹象。</p>
</div><p>The S&amp;P 500 was roughly flat at 7,363, up about 0.1%, while the Dow Jones Industrial Average added around 61 points, also up 0.1% to near 51,982, supported by strength in software and other non-AI names.</p>
<div class="lb-trans"><p>标准普尔 500 指数基本持平，报 7363 点，上涨约 0.1%；道琼斯工业平均指数上涨约 61 点，也上涨 0.1%，接近 51982 点，受到软件和其他非人工智能公司强劲表现的支持。</p>
</div><p>The Nasdaq 100 underperformed, falling 0.6% to about 29,253 as the AI trade wobbled. Gold added 1.3% to around $4,081 an ounce, clawing back some ground despite remaining down roughly 8% for the month.</p>
<div class="lb-trans"><p>纳斯达克 100 指数表现不佳，下跌 0.6%，至约 29253 点，人工智能交易动摇。黄金上涨 1.3%，至约 4081 美元/盎司，尽管本月仍下跌约 8%，但有所回升。</p>
</div><h2>Friday’s Performance In Major US Indices</h2>
<div class="lb-trans"><h2>周五美国主要指数表现</h2>
</div><table>
<thead>
<tr>
<th>Index</th>
<th>Last</th>
<th>% Change</th>
</tr>
</thead>
<tbody>
<tr>
<td>S&amp;P 500</td>
<td>7,363.43</td>
<td>+0.1%</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>51,982</td>
<td>+0.1%</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>29,253</td>
<td>-0.6%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>3,005.03</td>
<td>-0.1%</td>
</tr>
</tbody>
</table>
<div class="lb-trans"><table>
<thead>
<tr>
<th>指数</th>
<th>最新</th>
<th>% 变化</th>
</tr>
</thead>
<tbody>
<tr>
<td>标准普尔 500</td>
<td>7,363.43</td>
<td>+0.1%</td>
</tr>
<tr>
<td>道琼斯</td>
<td>51,982</td>
<td>+0.1%</td>
</tr>
<tr>
<td>纳斯达克 100</td>
<td>29,253</td>
<td>-0.6%</td>
</tr>
<tr>
<td>罗素 2000</td>
<td>3,005.03</td>
<td>-0.1%</td>
</tr>
</tbody>
</table>
</div><p><em>Updated by 12:25 PM ET</em></p>
<div class="lb-trans"><p><em>更新时间：东部时间下午 12:25</em></p>
</div><p>According to the Benzinga Pro platform:</p>
<div class="lb-trans"><p>根据 Benzinga Pro 平台：</p>
</div><ul>
<li>The <strong>Vanguard S&amp;P 500 ETF (NYSE: VOO)</strong> edged up 0.1%.</li>
<li>The <strong>SPDR Dow Jones Industrial Average ETF Trust (NYSE: DIA)</strong> gained 0.1%.</li>
<li>The <strong>Invesco QQQ Trust (NASDAQ: QQQ)</strong> slid 0.6%.</li>
<li>The <strong>iShares Russell 2000 ETF (NYSE: IWM)</strong> dipped 0.1%.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>先锋标准普尔 500 ETF (NYSE: VOO)</strong> 上涨 0.1%。</li>
<li><strong>SPDR 道琼斯工业平均指数 ETF 信托 (NYSE: DIA)</strong> 上涨 0.1%。</li>
<li><strong>Invesco QQQ 信托 (NASDAQ: QQQ)</strong> 下跌 0.6%。</li>
<li><strong>iShares 罗素 2000 ETF (NYSE: IWM)</strong> 下跌 0.1%。</li>
</ul>
</div><h2>Semiconductors Crater As Money Rotates Into Defensives</h2>
<div class="lb-trans"><h2>半导体行业崩溃，资金转向防御性股票</h2>
</div><p>Technology was the clear laggard, with the chip rout deepening across the complex. The <strong>VanEck Semiconductor ETF (NASDAQ: SMH)</strong> sank 3.4%, the worst-performing industry fund on the screen.</p>
<div class="lb-trans"><p>科技股明显落后，芯片行业的抛售在整个行业中加深。<strong>VanEck 半导体 ETF (NASDAQ: SMH)</strong> 下跌 3.4%，成为屏幕上表现最差的行业基金。</p>
</div><p>By contrast, money rotated into software and defensives: the <strong>iShares Expanded Tech-Software Sector ETF (NYSE: IGV)</strong> jumped 3.2%, the <strong>VanEck Gold Miners ETF (NYSE: GDX)</strong> climbed 3.1% alongside firmer bullion, and the <strong>iShares Biotechnology ETF (NASDAQ: IBB)</strong> gained 2.6%.</p>
<div class="lb-trans"><p>相比之下，资金转向软件和防御性股票：<strong>iShares 扩展科技 - 软件行业 ETF (NYSE: IGV)</strong> 上涨 3.2%；<strong>VanEck 黄金矿业 ETF (NYSE: GDX)</strong> 随着金价上涨上涨 3.1%；<strong>iShares 生物技术 ETF (NASDAQ: IBB)</strong> 上涨 2.6%。</p>
</div><p>The epicenter of the selling was <strong>ON Semiconductor Corp. (NASDAQ: ON)</strong>, which cratered 21% after agreeing to acquire <strong>Synaptics Inc. (NASDAQ: SYNA)</strong> in an all-stock deal valued at roughly $7 billion.</p>
<div class="lb-trans"><p>抛售的中心是 <strong>ON Semiconductor Corp. (NASDAQ: ON)</strong>，在同意以约 70 亿美元的全股票交易收购 <strong>Synaptics Inc. (NASDAQ: SYNA)</strong> 后，股价暴跌 21%。</p>
</div><p>The damage spread across chip and AI-hardware names, extending pressure that has built since Broadcom’s recent AI-revenue guidance disappointed.</p>
<div class="lb-trans"><p>损失蔓延至芯片和人工智能硬件公司，压力加大，自从博通最近的人工智能收入指引令人失望以来，情况一直在恶化。</p>
</div><p>Optical and AI-networking suppliers <strong>Lumentum Holdings Inc. (NASDAQ: LITE)</strong> and <strong>Corning Inc. (NYSE: GLW)</strong> slid 8.4% and 7.8%, respectively, dragged lower in sympathy with the AI-infrastructure unwind.</p>
<div class="lb-trans"><p>光学和人工智能网络供应商 <strong>Lumentum Holdings Inc. (NASDAQ: LITE)</strong> 和 <strong>Corning Inc. (NYSE: GLW)</strong> 分别下跌 8.4% 和 7.8%，因与人工智能基础设施的撤退相关联而受到拖累。</p>
</div><p>Memory names also stayed under pressure, with <strong>Micron Technology Inc. (NASDAQ: MU)</strong> reversing part of Thursday’s earnings-driven surge as worries built that AI infrastructure spending could slow. <strong>Western Digital Corp. (NASDAQ: WDC)</strong> fell 10.3%.</p>
<div class="lb-trans"><p>内存公司也承压，<strong>Micron Technology Inc. (NASDAQ: MU)</strong> 在周四因盈利驱动的激增后回落，因担忧人工智能基础设施支出可能放缓。<strong>Western Digital Corp. (NASDAQ: WDC)</strong> 下跌 10.3%。</p>
</div><p>Health care led the rebound, powered by <strong>Moderna Inc. (NASDAQ: MRNA)</strong>, which surged 13.8% – the day’s biggest gainer – after its annual Science Day presentation detailed a broadening pipeline of mRNA therapies extending well beyond vaccines into oncology and rare diseases.</p>
<div class="lb-trans"><p>医疗保健行业引领反弹，受到 <strong>Moderna Inc. (NASDAQ: MRNA)</strong> 的推动，该公司股价上涨 13.8%——当天最大涨幅——在其年度科学日演讲中详细介绍了扩展到肿瘤学和罕见疾病的广泛 mRNA 疗法管道。</p>
</div><p><strong>AST SpaceMobile Inc. (NASDAQ: ASTS)</strong> climbed 9.7% amid continued optimism around its Japan regulatory clearance and an upcoming satellite launch, with no single new headline confirmed for the session.</p>
<div class="lb-trans"><p><strong>AST SpaceMobile Inc. (NASDAQ: ASTS)</strong> 在对其日本监管批准和即将进行的卫星发射的持续乐观情绪中上涨 9.7%，尽管本次会议没有确认任何新的头条新闻。</p>
</div><h2>Friday’s Russell 1000 Top Gainers</h2>
<div class="lb-trans"><h2>周五罗素 1000 指数最大涨幅股票</h2>
</div><table>
<thead>
<tr>
<th>Name</th>
<th>% change</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>Moderna Inc.</strong></td>
<td>+13.8%</td>
</tr>
<tr>
<td><strong>ManpowerGroup Inc.</strong> <strong>(NYSE: MAN)</strong></td>
<td>+10.2%</td>
</tr>
<tr>
<td><strong>AST SpaceMobile Inc.</strong></td>
<td>+9.7%</td>
</tr>
<tr>
<td><strong>FactSet Research Systems Inc.</strong> <strong>(NYSE: FDS)</strong></td>
<td>+9.7%</td>
</tr>
<tr>
<td><strong>Morningstar Inc.</strong> <strong>(NASDAQ: MORN)</strong></td>
<td>+9.1%</td>
</tr>
</tbody>
</table>
<div class="lb-trans"><table>
<thead>
<tr>
<th>名称</th>
<th>% 变化</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>Moderna Inc.</strong></td>
<td>+13.8%</td>
</tr>
<tr>
<td><strong>ManpowerGroup Inc.</strong> <strong>(NYSE: MAN)</strong></td>
<td>+10.2%</td>
</tr>
<tr>
<td><strong>AST SpaceMobile Inc.</strong></td>
<td>+9.7%</td>
</tr>
<tr>
<td><strong>FactSet Research Systems Inc.</strong> <strong>(NYSE: FDS)</strong></td>
<td>+9.7%</td>
</tr>
<tr>
<td><strong>Morningstar Inc.</strong> <strong>(NASDAQ: MORN)</strong></td>
<td>+9.1%</td>
</tr>
</tbody>
</table>
</div><h2>Friday’s Russell 1000 Top Losers</h2>
<div class="lb-trans"><h2>周五罗素 1000 指数最大跌幅股票</h2>
</div><table>
<thead>
<tr>
<th>Name</th>
<th>% change</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>ON Semiconductor Corp.</strong></td>
<td>-21.0%</td>
</tr>
<tr>
<td><strong>Western Digital Corp.</strong></td>
<td>-10.3%</td>
</tr>
<tr>
<td><strong>Entegris Inc.</strong> <strong>(NASDAQ: ENTG)</strong></td>
<td>-10.2%</td>
</tr>
<tr>
<td><strong>Lumentum Holdings Inc.</strong></td>
<td>-8.4%</td>
</tr>
<tr>
<td><strong>Corning Inc.</strong></td>
<td>-7.8%</td>
</tr>
</tbody>
</table>
<div class="lb-trans"><table>
<thead>
<tr>
<th>名称</th>
<th>% 变化</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>ON Semiconductor Corp.</strong></td>
<td>-21.0%</td>
</tr>
<tr>
<td><strong>Western Digital Corp.</strong></td>
<td>-10.3%</td>
</tr>
<tr>
<td><strong>Entegris Inc.</strong> <strong>(NASDAQ: ENTG)</strong></td>
<td>-10.2%</td>
</tr>
<tr>
<td><strong>Lumentum Holdings Inc.</strong></td>
<td>-8.4%</td>
</tr>
<tr>
<td><strong>Corning Inc.</strong></td>
<td>-7.8%</td>
</tr>
</tbody>
</table>
</div><p><em>Image: Shutterstock</em></p>
<div class="lb-trans"><p><em>图片来源：Shutterstock</em></p>
</div>

Chip Rout Drags Nasdaq 100, Oil Sinks Below $69: Stock Market Today

- 美国股市因芯片和人工智能股下滑， Nasdaq 100 下跌， Dow Jones 持平。  
- 原油价格跌 4.7%，月度表现创 2020 年 3 月以来最差。  
- ON 半导体公司因收购消息暴跌 21%，科技股普遍承压。

benzinga_article

Moderna

道琼斯指数

黄金 ETF - iShares

美国 WTI 原油 ETF

纽交所高增长板生物技术指数 ETF - First Trust

动态生物技术与基因组 ETF - Invesco

黄金 ETF - SPDR

费城交易所 半导体 ETF - iShares

ETFS Capital Ltd.

Roundhill Gold WeeklyPay ETF

实物黄金股 ETF - ETFS

UBS AG ETRACS Crude Oil Shares Covered Call ETN

股票溢价收益 ETF - JPMorgan Chase

Leverage Shares 2X Long ON Daily ETF

动态半导体 ETF - Invesco

美国布伦特原油期货基金

2 倍做多黄金 ETF - ProShares

2 倍做多彭博原油 ETF - ProShares

标普 500 ETF - SPDR

标普 500 ETF - iShares

标普 500 ETF - Vanguard

组合标普 500 ETF - SPDR

3 倍做多标普 500 ETF - Direxion

3 倍做多标普 500 ETF - ProShares

2 倍做多标普 500 ETF - ProShares

做空标普 500 ETF - ProShares

3 倍做空标普 500 ETF - Direxion

3 倍做空标普 500 ETF - ProShares

2 倍做空标普 500 ETF - ProShares

Neos S&P 500 High Income ETF

2 倍做空彭博原油 ETF - ProShares

标普 500 买入指数 ETF

2 倍做多标普油气出口与生产 ETF - Direxion

2 倍做空标普油气开采 ETF - Direxion

Tradr 2X Long ON Daily ETF

黄金 MiniShares 信托 - SPDR

2 倍做多纳斯达克 100 指数 ETF - ProShares

3 倍做多纳指 ETF - ProShares

1 倍做空纳斯达克 100 指数 ETF - ProShares

2 倍做空纳斯达克指数 ETF - ProShares

3 倍做空纳指 ETF - ProShares

纳斯达克 100 备兑认购期权 ETF -GlobalX

JPMorgan Nasdaq Equity Premium Income ETF

NEOS Nasdaq-100(R) High Income ETF

Defiance Daily Target 2X Long MRNA ETF

YieldMax MRNA Option Income Strategy ETF

2 倍做多半导体 ETF - ProShares

半导体 3 倍做多 - Direxion

2 倍做空半导体 ETF - ProShares

半导体 3 倍做空 - Direxion

道琼斯指数 ETF - SPDR

2 倍做多道指 ETF - ProShares

3 倍做多道指 30 ETF - ProShares

做空道指 ETF - ProShares

3 倍做空道指 30 ETF - ProShares

2 倍做空道琼斯 30 指数 ETF - ProShares

半导体 ETF - VanEck Vectors

Invesco PHLX Semiconductor ETF

标普半导体 ETF - SPDR

纳斯达克半导体 ETF - First Trust

纳指 100 ETF - Invesco

罗素 2000 指数 ETF - iShares

北美科技软件股指数 ETF - iShares

金矿股 ETF - VanEck Vectors

纳斯达克生物科技指数 ETF - iShares Nasdaq

Synaptics

博通

Lumentum控股

康宁

美光科技

西部数据

AST SpaceMobile

万宝盛华人力资源

辉盛研究系统

晨星信息

英特格

Western Digital - WI

芯片暴跌拖累纳斯达克 100 指数，油价跌破 69 美元：今日股市动态