{"id":48823,"topic":"ai","source":"纽约时报中文网","title":"市场对AI支出和中国芯片竞争担忧加剧，全球科技股暴跌 - 纽约时报中文网","url":"https://cn.nytimes.com/business/20260729/stocks-ai-chips/","url_hash":"0c1cacd72e343fdc1d84b0acc7bdd71f2cc9f13b","author":"","summary":"<a href=\"https://news.google.com/rss/articles/CBMiaEFVX3lxTE1TNXJ1MFowR3BjMUlienBFQ3huMWkzVGtqU0FHSUlSSnZQdTgzRG1OcWlEaHBISHBwTDlLNmdBQmNFMUkydFJZWWdoNFJ1UHZ0V1BkRnR5M2xFVndMaHZkSWZSNTI2RHYy?oc=5\" target=\"_blank\">市场对AI支出和中国芯片竞争担忧加剧，全球科技股暴跌</a>&nbsp;&nbsp;<font color=\"#6f6f6f\">纽约时报中文网</font>","content":"周二，科技股大幅下挫，拖累因素包括市场担忧建设人工智能系统所需投入极其庞大，以及对来自中国在存储芯片领域竞争加剧的忧虑。存储芯片是人工智能的关键组件，长期以来由韩国等国主导。\n韩国基准股指Kospi周二暴跌逾10%，一度触发临时停牌。日本和台湾的基准指数均下跌约4%。中国股市跌幅超过2%。\n以科技股为主的纳斯达克指数期货下跌约1%。美国芯片公司美光盘前跌6%，芯片龙头英伟达同样走低，埃隆·马斯克旗下的火箭和人工智能公司SpaceX也出现下跌。欧洲方面，德国芯片制造商英飞凌下跌4%，荷兰半导体设备制造商ASML跌3%。\n广告\n此次上市引发了广泛担忧，即行业竞争加剧可能威胁到韩国、日本、台湾及美国的全球存储芯片制造竞争对手。\n周二亚洲股市开盘即跌，人工智能和半导体板块跌幅最大。日本闪存制造商铠侠下跌逾18%，韩国半导体公司三星电子下跌约13%。\n自6月底以来，亚洲股市整体一直处于下行趋势，市场持续担忧今年这轮人工智能行情是否具有可持续性。\n广告\n伊朗战争是投资者的另一大隐忧，近期波斯湾和红海的石油出口受限推高了油气价格，从而扰动市场。但特朗普总统周一表示，这场持续数月的战争“很有可能”通过新一轮外交谈判取得突破。\n近期战事暂停有助于缓解油价，国际基准布伦特原油周二跌至每桶约84美元。不过，自战争爆发以来，原油价格已上涨逾15%，推高了汽油及多种石油衍生产品的价格。\n对科技股前景的担忧将很快再次面临检验——微软、Meta以及韩国半导体巨头SK海力士定于周三发布财报。周四，苹果、亚马逊和三星电子将公布业绩。","image_url":"https://static01.nyt.com/images/2026/07/28/multimedia/28biz-tech-markets-qjwv/28biz-tech-markets-qjwv-articleLarge.jpg","lang":"zh","published_at":"2026-07-28T23:43:05+00:00","fetched_at":"2026-07-29T11:15:07+00:00","status":"read","starred":0,"extract_state":"ok","summary_auto":"周二，科技股大幅下挫，拖累因素包括市场担忧建设人工智能系统所需投入极其庞大，以及对来自中国在存储芯片领域竞争加剧的忧虑。存储芯片是人工智能的关键组件，长期以来由韩国等国主导。\n韩国基准股指Kospi周二暴跌逾10%，一度触发临时停牌。日本和台湾的基准指数均下跌约4%。中国股市跌幅超过2%。\n以科技股为主的纳斯达克指数期货下跌约1%。美国芯片公司美光盘前跌6%，芯片龙头英伟达同样走低，埃隆·马斯克旗下的火箭和人工智能公司SpaceX也出现下跌。欧洲方面，德国芯片制造商英飞凌下跌4%，荷兰半导体设备制造商ASML跌3%。\n广告\n此次上市引发了广泛担忧，即行业竞争加剧可能威胁到韩国、日本、台湾及美国的全球存储芯片制造竞争对手。\n周二亚洲股市开盘即跌，人工智能和半导体板块跌幅最大。日本闪存制造商铠侠下跌逾18%，韩国半导体公司三星电子下跌约13%。\n自6月底以来，亚洲股市整体一直处于下行趋势，市场持续担忧今年这轮人工智能行情是否具有可持续性。\n广告\n伊朗战争是投资者的另一大隐忧，近期波斯湾和红海的石油出口受限推高了油气价格，从而扰动市场。但特朗普总统周一表示，这场持续数月的战争“很有可能”通过新一轮外交谈判取得突破。\n近期战事暂停有助于缓解油价，国际基准布伦特原油周二跌至每桶约84美元。不过，自战争爆发以来，原油价格已上涨逾15%，推高了汽油及多种石油衍生产品的价格。\n对科技股前景的担忧将很快再次面临检验——微软、Meta以及韩国半导体巨头SK海力士定于周三发布财报。周四，苹果、亚马逊和三星电子将公布业绩。","cluster_id":null,"extract_retries":0,"extract_error":null,"contract_version":"news_item.v1","format_contract_version":"news_item_formats.v1","dedup_url":"https://cn.nytimes.com/business/20260729/stocks-ai-chips/","quality_profile":{"profile_version":"extraction_quality.v2","bucket":"high","confidence":0.9,"failure_kind":"none","retryable":false,"retry_after_attempts":0,"reason":"High confidence: full text extraction produced 660 characters.","operator_guidance":{"severity":"ok","recommended_action":"trust_full_text","next_step":"Use the extracted full text as the primary article source.","operator_label":"Ready","can_retry":false,"can_use_summary":false,"diagnostics_required":false},"content_depth":{"contract_version":"content_depth.v1","category":"full_text","label":"Full text","has_full_text":true,"has_summary":true,"content_length":660,"summary_length":660,"usable_text_length":660,"source_field":"content"},"legacy_collapsed":false,"signals":{"extract_state":"ok","extract_error":null,"extract_retries":0,"content_length":660,"summary_length":660}},"news_item":{"id":48823,"canonical_url":"https://cn.nytimes.com/business/20260729/stocks-ai-chips/","source_url":"https://cn.nytimes.com/business/20260729/stocks-ai-chips/","title":"市场对AI支出和中国芯片竞争担忧加剧，全球科技股暴跌 - 纽约时报中文网","source_name":"纽约时报中文网","author":null,"published_at":"2026-07-28T23:43:05+00:00","locale":"zh","topic":"ai","tags":[],"rss_summary":"<a href=\"https://news.google.com/rss/articles/CBMiaEFVX3lxTE1TNXJ1MFowR3BjMUlienBFQ3huMWkzVGtqU0FHSUlSSnZQdTgzRG1OcWlEaHBISHBwTDlLNmdBQmNFMUkydFJZWWdoNFJ1UHZ0V1BkRnR5M2xFVndMaHZkSWZSNTI2RHYy?oc=5\" target=\"_blank\">市场对AI支出和中国芯片竞争担忧加剧，全球科技股暴跌</a>&nbsp;&nbsp;<font color=\"#6f6f6f\">纽约时报中文网</font>","full_text":"周二，科技股大幅下挫，拖累因素包括市场担忧建设人工智能系统所需投入极其庞大，以及对来自中国在存储芯片领域竞争加剧的忧虑。存储芯片是人工智能的关键组件，长期以来由韩国等国主导。\n韩国基准股指Kospi周二暴跌逾10%，一度触发临时停牌。日本和台湾的基准指数均下跌约4%。中国股市跌幅超过2%。\n以科技股为主的纳斯达克指数期货下跌约1%。美国芯片公司美光盘前跌6%，芯片龙头英伟达同样走低，埃隆·马斯克旗下的火箭和人工智能公司SpaceX也出现下跌。欧洲方面，德国芯片制造商英飞凌下跌4%，荷兰半导体设备制造商ASML跌3%。\n广告\n此次上市引发了广泛担忧，即行业竞争加剧可能威胁到韩国、日本、台湾及美国的全球存储芯片制造竞争对手。\n周二亚洲股市开盘即跌，人工智能和半导体板块跌幅最大。日本闪存制造商铠侠下跌逾18%，韩国半导体公司三星电子下跌约13%。\n自6月底以来，亚洲股市整体一直处于下行趋势，市场持续担忧今年这轮人工智能行情是否具有可持续性。\n广告\n伊朗战争是投资者的另一大隐忧，近期波斯湾和红海的石油出口受限推高了油气价格，从而扰动市场。但特朗普总统周一表示，这场持续数月的战争“很有可能”通过新一轮外交谈判取得突破。\n近期战事暂停有助于缓解油价，国际基准布伦特原油周二跌至每桶约84美元。不过，自战争爆发以来，原油价格已上涨逾15%，推高了汽油及多种石油衍生产品的价格。\n对科技股前景的担忧将很快再次面临检验——微软、Meta以及韩国半导体巨头SK海力士定于周三发布财报。周四，苹果、亚马逊和三星电子将公布业绩。","excerpt":"周二，科技股大幅下挫，拖累因素包括市场担忧建设人工智能系统所需投入极其庞大，以及对来自中国在存储芯片领域竞争加剧的忧虑。存储芯片是人工智能的关键组件，长期以来由韩国等国主导。\n韩国基准股指Kospi周二暴跌逾10%，一度触发临时停牌。日本和台湾的基准指数均下跌约4%。中国股市跌幅超过2%。\n以科技股为主的纳斯达克指数期货下跌约1%。美国芯片公司美光盘前跌6%，芯片龙头英伟达同样走低，埃隆·马斯克旗下的火箭和人工智能公司SpaceX也出现下跌。欧洲方面，德国芯片制造商英飞凌下跌4%，荷兰半导体设备制造商ASML跌3%。\n广告\n此次上市引发了广泛担忧，即行业竞争加剧可能威胁到韩国、日本、台湾及美国的全球存储芯片制造竞争对手。\n周二亚洲股市开盘即跌，人工智能和半导体板块跌幅最大。日本闪存制造商铠侠下跌逾18%，韩国半导体公司三星电子下跌约13%。\n自6月底以来，亚洲股市整体一直处于下行趋势，市场持续担忧今年这轮人工智能行情是否具有可持续性。\n广告\n伊朗战争是投资者的另一大隐忧，近期波斯湾和红海的石油出口受限推高了油气价格，从而扰动市场。但特朗普总统周一表示，这场持续数月的战争“很有可能”通过新一轮外交谈判取得突破。\n近期战事暂停有助于缓解油价，国际基准布伦特原油周二跌至每桶约84美元。不过，自战争爆发以来，原油价格已上涨逾15%，推高了汽油及多种石油衍生产品的价格。\n对科技股前景的担忧将很快再次面临检验——微软、Meta以及韩国半导体巨头SK海力士定于周三发布财报。周四，苹果、亚马逊和三星电子将公布业绩。","extraction":{"state":"ok","confidence":0.9,"error":null,"explanation":"High confidence: full text extraction produced 660 characters.","diagnostics_url":"/api/diagnose?url=https%3A//cn.nytimes.com/business/20260729/stocks-ai-chips/","quality_profile":{"profile_version":"extraction_quality.v2","bucket":"high","confidence":0.9,"failure_kind":"none","retryable":false,"retry_after_attempts":0,"reason":"High confidence: full text extraction produced 660 characters.","operator_guidance":{"severity":"ok","recommended_action":"trust_full_text","next_step":"Use the extracted full text as the primary article source.","operator_label":"Ready","can_retry":false,"can_use_summary":false,"diagnostics_required":false},"content_depth":{"contract_version":"content_depth.v1","category":"full_text","label":"Full text","has_full_text":true,"has_summary":true,"content_length":660,"summary_length":660,"usable_text_length":660,"source_field":"content"},"legacy_collapsed":false,"signals":{"extract_state":"ok","extract_error":null,"extract_retries":0,"content_length":660,"summary_length":660}}},"display_formats":["compact","card","full","digest_section","json"]},"daily_stack_record":{"title":"市场对AI支出和中国芯片竞争担忧加剧，全球科技股暴跌 - 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