<p>數據中心交易正經歷自特朗普總統在四月宣佈關税以來最嚴重的拋售。</p>
<p>高盛的人工智能數據中心股票主題籃子在東部時間中午 12 點左右下跌超過 6%，這使其有望創下自關税宣佈以來的最糟糕表現。</p>
<p>損失重創了投資熱潮中心的龐大混凝土服務器倉庫所需的幾乎所有輸入形式。</p>
<p>包括數據存儲公司如 Sandisk、西部數據和希捷科技在內的硬件製造商，以及 DRAM 製造商美光——這些都是今年標準普爾 500 指數中表現最好的股票——都遭受了重創，網絡股票如思科和 Arista Networks，以及數據中心建設商如 Vertiv Holdings 和電氣機械承包商 Emcor 也同樣受到影響。</p>
<p>對人工智能一切事物的樂觀情緒似乎在這一週消散，因為股市對甲骨文和博通的平淡季度業績反應不佳，出現了緊張的拋售和對不斷增長的債務可能影響現金流的擔憂。</p>
<p>這些擔憂似乎在週五蔓延到人工智能熱潮的附屬受益者，零售抄底買家尚未——至少到目前為止——介入購買，導致圖表出現大幅下滑，正值週末臨近。</p>

西部數據

ANET

<p>數據中心行業正經歷顯著的拋售，高盛的人工智能數據中心股票下跌超過 6%，創下自特朗普宣佈關税以來的最差表現。硬件製造商如 Sandisk、西部數據和希捷，以及網絡股票思科和 Arista Networks 也受到影響。對人工智能樂觀情緒和不斷增長的債務的擔憂正在加劇這一下滑，影響與人工智能繁榮相關的股票</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>數據中心交易正經歷自特朗普總統在四月宣佈關税以來最嚴重的拋售。</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>高盛的人工智能數據中心股票主題籃子在東部時間中午 12 點左右下跌超過 6%，這使其有望創下自關税宣佈以來的最糟糕表現。</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>損失重創了投資熱潮中心的龐大混凝土服務器倉庫所需的幾乎所有輸入形式。</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>包括數據存儲公司如 Sandisk、西部數據和希捷科技在內的硬件製造商，以及 DRAM 製造商美光——這些都是今年標準普爾 500 指數中表現最好的股票——都遭受了重創，網絡股票如思科和 Arista Networks，以及數據中心建設商如 Vertiv Holdings 和電氣機械承包商 Emcor 也同樣受到影響。</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>對人工智能一切事物的樂觀情緒似乎在這一週消散，因為股市對甲骨文和博通的平淡季度業績反應不佳，出現了緊張的拋售和對不斷增長的債務可能影響現金流的擔憂。</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>這些擔憂似乎在週五蔓延到人工智能熱潮的附屬受益者，零售抄底買家尚未——至少到目前為止——介入購買，導致圖表出現大幅下滑，正值週末臨近。</p>
</div>

數據中心的交易深陷虧損