Szał na punkcie AI słabnie: akcje technologiczne w USA spadają przed raportem Nvidia
By: theblockbeats.news|2025/11/19 00:45:59
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BlockBeats, 19 listopada: We wtorek akcje technologiczne w USA zostały wyprzedane, ponieważ inwestorzy coraz bardziej obawiają się przewartościowania spółek AI i przygotowują się na raport finansowy Nvidia pod koniec tygodnia. Indeks Nasdaq spadł na otwarciu o około 1,8%, podczas gdy indeks S&P 500 obniżył się o około 1,2%.
Spółki będące fundamentem tegorocznego boomu AI stały się teraz najbardziej dotkniętymi na Wall Street. Nvidia (NVDA.O) spadła nawet o 3,5%, podczas gdy Microsoft (MSFT.O), Amazon (AMZN.O) i Meta Platforms (META.O) straciły około 3%.
Joanna Coclan, dyrektor ds. inwestycji w Schroders, powiedziała: "Nie ma wątpliwości, że wchodzimy w późną fazę trendu wzrostowego na rynku", wskazując na "przewartościowanie" i "środowisko przypominające bańkę". Coclan stwierdziła: "Nadal trzymamy te akcje", ale dodała: "Obecnie nie zalecam pasywnego utrzymywania sektora związanego z AI".
Jonas Goltermann, zastępca głównego ekonomisty rynku w Capital Economics, powiedział: "Akcje technologiczne w USA są ponownie wyprzedawane, co kieruje większą uwagę na raport Nvidia, który określi trend całego sektora technologicznego w nadchodzących tygodniach, a nawet do końca roku". (FXStreet)
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