<p>本週許多大型科技股下跌，以零售寵兒 <strong>Palantir Technologies, Inc.</strong> PLTR 為首。近期 AI 股票的激增是否過於迅速？</p>
<h2>AI 泡沫？</h2>
<p>最近的一項 Benzinga 讀者調查顯示，大多數零售投資者拒絕認為 AI 熱潮代表着泡沫。</p>
<p>調查詢問零售投資者市場是否處於 AI 主導的泡沫中，還是 AI 是擴張的機會？以下是結果：</p>
<ul>
<li>52% 認為 AI 是未來，沒有泡沫。</li>
<li>29% 認為市場處於 AI 泡沫中。</li>
<li>18% 表示不確定。</li>
</ul>
<p>結果顯示，大多數個人投資者相信 AI 將帶來進一步增長，但近期科技股的回調是不可否認的。</p>
<h2>科技股下跌</h2>
<p>上週，Citron 的 <strong>Andrew Left</strong> 宣佈對 Palantir 建立空頭頭寸，認為該股在接近每股 190 美元時 “已經嚴重高估”。Citron 後來辯稱 Palantir 的股價應該在 40 美元左右。</p>
<p>Palantir 的股價在週三繼續暴跌，過去五天下跌超過 20%。</p>
<p><strong>NVIDIA Corp.</strong> NVDA、<strong>Micron Technology, Inc.</strong> MU 和 <strong>Advanced Micro Devices, Inc.</strong> AMD 等半導體股票大幅下跌。<strong>Dell Technologies, Inc.</strong> DELL 和 <strong>Taiwan Semiconductor Manufacturing Co.</strong> TSM 的股價也隨之下跌。</p>
<h2>發生了什麼？</h2>
<p>科技股受到多種因素的壓力：在近期急劇反彈後獲利了結、對估值的懷疑以及對政府政策的擔憂，因為特朗普政府正在關注 <strong>Intel Corp.</strong> INTC 的股份。</p>
<p>市場在本週晚些時候的傑克遜霍爾聯邦儲備經濟政策會議前也表現出謹慎。投資者將關注美聯儲主席 <strong>Jerome Powell</strong> 的講話，以獲取關於未來降息、關税對通脹的影響以及勞動力市場趨勢的線索。</p>
<h2>前景如何？</h2>
<p>如果投資者將回調視為 “抄底” 的機會，零售情緒的韌性可能會在未來幾天為科技股提供支持。</p>
<p>如果領先公司的收入繼續驗證增長敍事，這次回調可能會被記住為一次短暫的喘息，而不是 AI 泡沫的破裂。</p>
<ul>
<li><strong>本週零售投資者關注的盈利股票：Faraday Future、XPeng、沃爾瑪等</strong></li>
</ul>
<p><em>照片來源：Shutterstock</em></p>

PLTR

<p>Palantir Technologies, Inc.（納斯達克代碼：PLTR）引領科技股下跌，最近的一項調查顯示 52% 的散户投資者認為人工智能熱潮不是泡沫。儘管有這種情緒，Palantir 的股價在五天內下跌超過 20%，受到獲利了結和對估值的懷疑影響。其他科技股，包括 NVIDIA 和 AMD，也出現下跌。投資者在美聯儲的經濟政策事件前保持謹慎，但如果被視為買入機會，散户情緒可能會支持反彈</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>本週許多大型科技股下跌，以零售寵兒 <strong>Palantir Technologies, Inc.</strong> PLTR 為首。近期 AI 股票的激增是否過於迅速？</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>最近的一項 Benzinga 讀者調查顯示，大多數零售投資者拒絕認為 AI 熱潮代表着泡沫。</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>調查詢問零售投資者市場是否處於 AI 主導的泡沫中，還是 AI 是擴張的機會？以下是結果：</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% 認為 AI 是未來，沒有泡沫。</li>
<li>29% 認為市場處於 AI 泡沫中。</li>
<li>18% 表示不確定。</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>結果顯示，大多數個人投資者相信 AI 將帶來進一步增長，但近期科技股的回調是不可否認的。</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>上週，Citron 的 <strong>Andrew Left</strong> 宣佈對 Palantir 建立空頭頭寸，認為該股在接近每股 190 美元時 “已經嚴重高估”。Citron 後來辯稱 Palantir 的股價應該在 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 的股價在週三繼續暴跌，過去五天下跌超過 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 等半導體股票大幅下跌。<strong>Dell Technologies, Inc.</strong> DELL 和 <strong>Taiwan Semiconductor Manufacturing Co.</strong> TSM 的股價也隨之下跌。</p>
</div><h2>What's Going On?</h2>
<div class="lb-trans"><h2>發生了什麼？</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>科技股受到多種因素的壓力：在近期急劇反彈後獲利了結、對估值的懷疑以及對政府政策的擔憂，因為特朗普政府正在關注 <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>市場在本週晚些時候的傑克遜霍爾聯邦儲備經濟政策會議前也表現出謹慎。投資者將關注美聯儲主席 <strong>Jerome Powell</strong> 的講話，以獲取關於未來降息、關税對通脹的影響以及勞動力市場趨勢的線索。</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>如果投資者將回調視為 “抄底” 的機會，零售情緒的韌性可能會在未來幾天為科技股提供支持。</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>如果領先公司的收入繼續驗證增長敍事，這次回調可能會被記住為一次短暫的喘息，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>本週零售投資者關注的盈利股票：Faraday Future、XPeng、沃爾瑪等</strong></li>
</ul>
</div><p><em>Photo: Shutterstock</em></p>
<div class="lb-trans"><p><em>照片來源：Shutterstock</em></p>
</div>

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

- 大型科技股本週下跌，Palantir Technologies 領跌。  
- 大多數零售投資者認為 AI 代表未來而非泡沫。  
- 投資者關注美聯儲政策，可能影響科技股走勢。  

Palantir Tech 引領科技股下跌：52% 的散户投資者認為沒有 AI‘泡沫’