<p>芯片製造商和人工智能公司的新一輪拋售使美國股市在週五陷入混合狀態，科技股重的納斯達克 100 指數下跌，而以價值為導向的道瓊斯指數則在接近歷史高點時保持了漲幅。</p>
<p>投資者繼續質疑該行業鉅額的人工智能支出是否能夠證明其高昂的估值是合理的。</p>
<p>西德克薩斯中質原油價格下跌 4.7%，至約 68.55 美元/桶，使得美國基準價格在本月下跌近 23%。這是自 2020 年 3 月以來最糟糕的月度表現，交易者們將目光從霍爾木茲海峽的新聞轉向歐佩克恢復伊拉克戰前生產配額的跡象。</p>
<p>標準普爾 500 指數基本持平，報 7363 點，上漲約 0.1%；道瓊斯工業平均指數上漲約 61 點，也上漲 0.1%，接近 51982 點，受到軟件和其他非人工智能公司強勁表現的支持。</p>
<p>納斯達克 100 指數表現不佳，下跌 0.6%，至約 29253 點，人工智能交易動搖。黃金上漲 1.3%，至約 4081 美元/盎司，儘管本月仍下跌約 8%，但有所回升。</p>
<h2>週五美國主要指數表現</h2>
<table>
<thead>
<tr>
<th>指數</th>
<th>最新</th>
<th>% 變化</th>
</tr>
</thead>
<tbody>
<tr>
<td>標準普爾 500</td>
<td>7,363.43</td>
<td>+0.1%</td>
</tr>
<tr>
<td>道瓊斯</td>
<td>51,982</td>
<td>+0.1%</td>
</tr>
<tr>
<td>納斯達克 100</td>
<td>29,253</td>
<td>-0.6%</td>
</tr>
<tr>
<td>羅素 2000</td>
<td>3,005.03</td>
<td>-0.1%</td>
</tr>
</tbody>
</table>
<p><em>更新時間：東部時間下午 12:25</em></p>
<p>根據 Benzinga Pro 平台：</p>
<ul>
<li><strong>先鋒標準普爾 500 ETF (NYSE: VOO)</strong> 上漲 0.1%。</li>
<li><strong>SPDR 道瓊斯工業平均指數 ETF 信託 (NYSE: DIA)</strong> 上漲 0.1%。</li>
<li><strong>Invesco QQQ 信託 (NASDAQ: QQQ)</strong> 下跌 0.6%。</li>
<li><strong>iShares 羅素 2000 ETF (NYSE: IWM)</strong> 下跌 0.1%。</li>
</ul>
<h2>半導體行業崩潰，資金轉向防禦性股票</h2>
<p>科技股明顯落後，芯片行業的拋售在整個行業中加深。<strong>VanEck 半導體 ETF (NASDAQ: SMH)</strong> 下跌 3.4%，成為屏幕上表現最差的行業基金。</p>
<p>相比之下，資金轉向軟件和防禦性股票：<strong>iShares 擴展科技 - 軟件行業 ETF (NYSE: IGV)</strong> 上漲 3.2%；<strong>VanEck 黃金礦業 ETF (NYSE: GDX)</strong> 隨着金價上漲上漲 3.1%；<strong>iShares 生物技術 ETF (NASDAQ: IBB)</strong> 上漲 2.6%。</p>
<p>拋售的中心是 <strong>ON Semiconductor Corp. (NASDAQ: ON)</strong>，在同意以約 70 億美元的全股票交易收購 <strong>Synaptics Inc. (NASDAQ: SYNA)</strong> 後，股價暴跌 21%。</p>
<p>損失蔓延至芯片和人工智能硬件公司，壓力加大，自從博通最近的人工智能收入指引令人失望以來，情況一直在惡化。</p>
<p>光學和人工智能網絡供應商 <strong>Lumentum Holdings Inc. (NASDAQ: LITE)</strong> 和 <strong>Corning Inc. (NYSE: GLW)</strong> 分別下跌 8.4% 和 7.8%，因與人工智能基礎設施的撤退相關聯而受到拖累。</p>
<p>內存公司也承壓，<strong>Micron Technology Inc. (NASDAQ: MU)</strong> 在週四因盈利驅動的激增後回落，因擔憂人工智能基礎設施支出可能放緩。<strong>Western Digital Corp. (NASDAQ: WDC)</strong> 下跌 10.3%。</p>
<p>醫療保健行業引領反彈，受到 <strong>Moderna Inc. (NASDAQ: MRNA)</strong> 的推動，該公司股價上漲 13.8%——當天最大漲幅——在其年度科學日演講中詳細介紹了擴展到腫瘤學和罕見疾病的廣泛 mRNA 療法管道。</p>
<p><strong>AST SpaceMobile Inc. (NASDAQ: ASTS)</strong> 在對其日本監管批准和即將進行的衞星發射的持續樂觀情緒中上漲 9.7%，儘管本次會議沒有確認任何新的頭條新聞。</p>
<h2>週五羅素 1000 指數最大漲幅股票</h2>
<table>
<thead>
<tr>
<th>名稱</th>
<th>% 變化</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>週五羅素 1000 指數最大跌幅股票</h2>
<table>
<thead>
<tr>
<th>名稱</th>
<th>% 變化</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>圖片來源：Shutterstock</em></p>

標普 500 指數

安森美半導體

納斯達克 100 指數

<p>美國股市在週五表現不一，半導體和人工智能相關股票大幅下跌，導致納斯達克 100 指數下跌 0.6%。相反，道瓊斯指數和標普 500 指數小幅上漲，受到軟件、醫療保健和防禦性行業的支持。油價跌破 69 美元，創下顯著的月度下跌，而黃金小幅上漲。主要個股方面，安森美半導體因收購交易下跌 21%，而 Moderna 則上漲 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>芯片製造商和人工智能公司的新一輪拋售使美國股市在週五陷入混合狀態，科技股重的納斯達克 100 指數下跌，而以價值為導向的道瓊斯指數則在接近歷史高點時保持了漲幅。</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>投資者繼續質疑該行業鉅額的人工智能支出是否能夠證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>西德克薩斯中質原油價格下跌 4.7%，至約 68.55 美元/桶，使得美國基準價格在本月下跌近 23%。這是自 2020 年 3 月以來最糟糕的月度表現，交易者們將目光從霍爾木茲海峽的新聞轉向歐佩克恢復伊拉克戰前生產配額的跡象。</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>標準普爾 500 指數基本持平，報 7363 點，上漲約 0.1%；道瓊斯工業平均指數上漲約 61 點，也上漲 0.1%，接近 51982 點，受到軟件和其他非人工智能公司強勁表現的支持。</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>納斯達克 100 指數表現不佳，下跌 0.6%，至約 29253 點，人工智能交易動搖。黃金上漲 1.3%，至約 4081 美元/盎司，儘管本月仍下跌約 8%，但有所回升。</p>
</div><h2>Friday’s Performance In Major US Indices</h2>
<div class="lb-trans"><h2>週五美國主要指數表現</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>指數</th>
<th>最新</th>
<th>% 變化</th>
</tr>
</thead>
<tbody>
<tr>
<td>標準普爾 500</td>
<td>7,363.43</td>
<td>+0.1%</td>
</tr>
<tr>
<td>道瓊斯</td>
<td>51,982</td>
<td>+0.1%</td>
</tr>
<tr>
<td>納斯達克 100</td>
<td>29,253</td>
<td>-0.6%</td>
</tr>
<tr>
<td>羅素 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>更新時間：東部時間下午 12:25</em></p>
</div><p>According to the Benzinga Pro platform:</p>
<div class="lb-trans"><p>根據 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>先鋒標準普爾 500 ETF (NYSE: VOO)</strong> 上漲 0.1%。</li>
<li><strong>SPDR 道瓊斯工業平均指數 ETF 信託 (NYSE: DIA)</strong> 上漲 0.1%。</li>
<li><strong>Invesco QQQ 信託 (NASDAQ: QQQ)</strong> 下跌 0.6%。</li>
<li><strong>iShares 羅素 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>半導體行業崩潰，資金轉向防禦性股票</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>科技股明顯落後，芯片行業的拋售在整個行業中加深。<strong>VanEck 半導體 ETF (NASDAQ: SMH)</strong> 下跌 3.4%，成為屏幕上表現最差的行業基金。</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，資金轉向軟件和防禦性股票：<strong>iShares 擴展科技 - 軟件行業 ETF (NYSE: IGV)</strong> 上漲 3.2%；<strong>VanEck 黃金礦業 ETF (NYSE: GDX)</strong> 隨着金價上漲上漲 3.1%；<strong>iShares 生物技術 ETF (NASDAQ: IBB)</strong> 上漲 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>拋售的中心是 <strong>ON Semiconductor Corp. (NASDAQ: ON)</strong>，在同意以約 70 億美元的全股票交易收購 <strong>Synaptics Inc. (NASDAQ: SYNA)</strong> 後，股價暴跌 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>損失蔓延至芯片和人工智能硬件公司，壓力加大，自從博通最近的人工智能收入指引令人失望以來，情況一直在惡化。</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>光學和人工智能網絡供應商 <strong>Lumentum Holdings Inc. (NASDAQ: LITE)</strong> 和 <strong>Corning Inc. (NYSE: GLW)</strong> 分別下跌 8.4% 和 7.8%，因與人工智能基礎設施的撤退相關聯而受到拖累。</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>內存公司也承壓，<strong>Micron Technology Inc. (NASDAQ: MU)</strong> 在週四因盈利驅動的激增後回落，因擔憂人工智能基礎設施支出可能放緩。<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>醫療保健行業引領反彈，受到 <strong>Moderna Inc. (NASDAQ: MRNA)</strong> 的推動，該公司股價上漲 13.8%——當天最大漲幅——在其年度科學日演講中詳細介紹了擴展到腫瘤學和罕見疾病的廣泛 mRNA 療法管道。</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> 在對其日本監管批准和即將進行的衞星發射的持續樂觀情緒中上漲 9.7%，儘管本次會議沒有確認任何新的頭條新聞。</p>
</div><h2>Friday’s Russell 1000 Top Gainers</h2>
<div class="lb-trans"><h2>週五羅素 1000 指數最大漲幅股票</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>名稱</th>
<th>% 變化</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>週五羅素 1000 指數最大跌幅股票</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>名稱</th>
<th>% 變化</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>圖片來源：Shutterstock</em></p>
</div>

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

- 美國股市因芯片和人工智能股下滑， Nasdaq 100 下跌， Dow Jones 持平。  
- 原油價格跌 4.7%，月度表現創 2020 年 3 月以來最差。  
- ON 半導體公司因收購消息暴跌 21%，科技股普遍承壓。

benzinga_article

Moderna

道瓊斯指數

黃金 ETF - iShares

美國 WTI 原油 ETF

紐交所高增長板生物技術指數 ETF - First Trust

動態生物技術與基因組 ETF - Invesco

SPDR 金 ETF

費城交易所 半導體 ETF - iShares

ETFS Capital Ltd.

Roundhill Gold WeeklyPay ETF

實物黃金股 ETF - ETFS

UBS AG ETRACS Crude Oil Shares Covered Call ETN

股票溢價收益 ETF - JPMorgan Chase

Leverage Shares 2X Long ON Daily ETF

動態半導體 ETF - Invesco

美國布倫特原油期貨基金

2 倍做多黃金 ETF - ProShares

2 倍做多彭博原油 ETF - ProShares

標普 500 指數股票型基金

標普 500 ETF - iShares

標普 500 ETF - Vanguard

組合標普 500 ETF - SPDR

3 倍做多標普 500 ETF - Direxion

3 倍做多標普 500 ETF - ProShares

2 倍做多標普 500 ETF - ProShares

做空標普 500 ETF - ProShares

3 倍做空標普 500 ETF - Direxion

3 倍做空標普 500 ETF - ProShares

2 倍做空標普 500 ETF - ProShares

Neos S&P 500 High Income ETF

2 倍做空彭博原油 ETF - ProShares

標普 500 買入指數 ETF

2 倍做多標普油氣出口與生產 ETF - Direxion

2 倍做空標普油氣開採 ETF - Direxion

Tradr 2X Long ON Daily ETF

黃金 MiniShares 信託 - SPDR

2 倍做多納斯達克 100 指數 ETF - ProShares

3 倍做多納指 ETF - ProShares

1 倍做空納斯達克 100 指數 ETF - ProShares

2 倍做空納斯達克指數 ETF - ProShares

3 倍做空納指 ETF - ProShares

納斯達克 100 備兑認購期權 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 倍做多半導體 ETF - ProShares

半導體 3 倍做多 - Direxion

2 倍做空半導體 ETF - ProShares

半導體 3 倍做空 - Direxion

道瓊斯指數 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 倍做空道瓊斯 30 指數 ETF - ProShares

半導體 ETF - VanEck Vectors

Invesco PHLX Semiconductor ETF

標普半導體 ETF - SPDR

納斯達克半導體 ETF - First Trust

納指 100 ETF - Invesco

羅素 2000 指數 ETF - iShares

北美科技軟件股指數 ETF - iShares

金礦股 ETF - VanEck Vectors

納斯達克生物科技指數 ETF - iShares Nasdaq

Synaptics

博通

Lumentum控股

康寧

美光科技

西部數據

AST SpaceMobile

萬寶盛華人力資源

輝盛研究系統

晨星信息

英特格

Western Digital - WI

芯片暴跌拖累納斯達克 100 指數，油價跌破 69 美元：今日股市動態