全球人工智能（AI）领域的领军企业英伟达近期遭遇市值重挫，引发了市场对AI热潮可能降温的担忧。在美股上周五的交易中，英伟达股价大幅下挫10%，触及2020年3月以来的最低点，公司市值一夜之间蒸发超过2100亿美元，约相当于1.52万亿元人民币。这一跌幅使得英伟达在过去一周内的市值损失接近3000亿美元，这一数字几乎相当于AMD公司的市值，或是两个英特尔公司，甚至1.8个宁德时代的市值总和。
与此同时，AI服务器制造商超微电脑的股价也在同一天暴跌超过20%，收跌23%，创下两个多月来的最低水平，进一步加剧了市场对AI行业的不安情绪。这一系列的股市波动似乎预示着持续多年的AI热潮可能正在面临一次显著的调整。
这一情况引起了美国政府和业界的广泛关注，有分析认为，投资者可能在重新评估AI公司的估值和增长前景。随着全球经济增长放缓和科技股普遍承压，市场对AI领域的投资热情可能正在回归理性。然而，也有专家指出，这并不意味着AI技术的发展将停滞不前，相反，短暂的调整可能为行业长远发展奠定更坚实的基础。
钛媒体的报道指出，英伟达和超微电脑的股价暴跌可能是市场对高估值的修正，也可能是对全球经济不确定性增加的反应。随着投资者重新评估风险，AI公司的未来表现将更加依赖于其技术创新和实际业绩的体现。市场对于AI领域的未来预期，无疑将更加谨慎和务实。
英语如下：
**Headline:** “Nvidia’s Valuation Plunges $1.5 Trillion, Signaling Cooling AI Hype? US Stock Market Turmoil Sparks Concerns”
**Keywords:** Nvidia nosedive, AI fever subsiding, market capitalization evaporates
**News Content:**
### AI Boom Cooling Down? Nvidia’s Market Cap Loses $1.5 Trillion Overnight, rattling US AI Sector
Nvidia, a global leader in the artificial intelligence (AI) industry, has seen its market value plummet, raising concerns that the AI frenzy might be waning. In Friday’s trading on the US stock market, Nvidia’s shares tumbled 10%, reaching their lowest point since March 2020, resulting in a loss of over $210 billion in market capitalization – equivalent to approximately 1.52 trillion yuan. This decline has shaved nearly $300 billion off Nvidia’s market value in the past week, a figure nearly equivalent to the combined market caps of AMD or double that of Intel, or even 1.8 times that of Contemporary Amperex Technology (CATL).
Simultaneously, shares of AI server manufacturer Advanced Micro Devices (AMD) also plummeted more than 20% on the same day, closing down 23%, marking the lowest level in over two months, further fueling anxiety about the AI sector. These stock market fluctuations seem to suggest that the years-long AI boom may be undergoing a significant correction.
This situation has drawn widespread attention from both the US government and the industry. Analysts speculate that investors might be reassessing the valuations and growth prospects of AI companies. With global economic growth slowing and tech stocks under pressure, enthusiasm for investment in the AI field appears to be returning to a more rational stance. However, experts also point out that this does not signal a halt to AI technology development; on the contrary, a temporary adjustment might lay a stronger foundation for the industry’s long-term growth.
According to TiMedia’s report, the sharp decline in Nvidia and AMD’s share prices could be a market correction of overvaluation or a reaction to increasing global economic uncertainty. As investors reevaluate risks, AI companies’ future performance will increasingly depend on their technological innovation and tangible results. The market’s expectations for the future of the AI sector are likely to become more cautious and pragmatic.
【来源】https://www.tmtpost.com/7048581.html
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