2026年6月23日 / 美国东部时间上午10:05 / 哥伦比亚广播公司新闻
周二，科技股大规模抛售行情延续至第二个交易日，投资者开始质疑人工智能能否为 Alphabet、SpaceX 和英伟达等公司带来足以支撑其高昂估值的利润。
开盘后，以科技股为主的纳斯达克综合指数下跌628点，跌幅2.4%，收于25537点。此次下跌标志着该指数连续第二日下滑，周一纳斯达克指数已收跌1.3%。
道琼斯工业平均指数下跌305点，跌幅0.6%，报51407点；标准普尔500指数下跌1.6%。
数月以来，华尔街一直看好科技股，在企业将数十亿美元投入人工智能领域、有望将这些投资转化为更快营收增长和更高利润的乐观情绪推动下，市场屡创历史新高。如今，投资者正要求获得更多证据，证明此类投入终将获得回报。
周二，推动本轮市场上涨的多只科技股承压，市场疑虑情绪升温。
金融咨询公司德维尔集团首席执行官奈杰尔·格林周二在一封电子邮件中表示：“长期以来，市场一直将人工智能投入视为绝对利好。如今投资者变得愈发挑剔，他们需要证据证明，前所未有的投入将转化为前所未有的利润。”
大型科技股大幅下跌。SpaceX股价下跌4.09美元，跌幅2.7%，报150.51美元，该公司股价周一已暴跌16%。本月早些时候，SpaceX首次公开募股后投资者蜂拥买入，推动其股价在数日内突破200美元。
不过，由于投资者担忧这家公司能否证明其超过2万亿美元的估值合理，该股已连续四个交易日下跌。
全球影响
科技股暴跌行情已蔓延至美国以外地区，韩国综合股价指数大跌10.0%，报8203.84点。韩国半导体行业面临更严格监管审查的迹象也加剧了市场的焦虑情绪。
eToro公司美国投资与期权分析师布雷特·肯维尔告诉哥伦比亚广播公司新闻，科技股的大范围疲软和全球波动正在拖累美国股市。周二，芯片制造商英伟达下跌3.4%，博通下跌2.4%。
“Magnificent Seven”科技股指数成分股之一的 Alphabet 早盘也承压下跌1.2%。
尽管股市抛售引发了大幅下跌，但格林表示，他认为市场并未陷入困境。
“我们如今目睹的是投资者开始要求兑现证据，而非空泛承诺，”他说，“这种转变可能令人不适，但最终是健康的。”
对利率的焦虑
市场对今年晚些时候加息可能阻碍经济增长的担忧也日益加剧。美联储利率设定委员会上周为2026年上调借贷成本敞开了大门，此举旨在抑制伊朗冲突引发的数月油价上涨所推动的通胀加速势头。
经济学家预测，美国政府将于周四公布的消费者通胀指标显示，5月通胀率从4月的3.8%升至4.1%。
据芝加哥商品交易所集团的数据，交易员目前预计美联储在年底前至少加息一次的概率接近90%，而仅一周前这一概率为57%。
艾米·皮奇编辑
美联社为本报道提供了支持。
Tech stocks tumble for a second day. Here’s what is behind the selloff.
June 23, 2026 / 10:05 AM EDT / CBS News
A major tech selloff stretched into a second day Tuesday as investors questioned whether artificial intelligence will generate the profits that have fueled lofty valuations for companies such as Alphabet, SpaceX and Nvidia.
After the opening bell, the tech-heavy Nasdaq Composite slumped 628 points, or 2.4%, to 25,537. The decline marks a second day of losses, with the Nasdaq closing 1.3% lower on Monday.
The Dow Jones Industrial Average slipped 305 points, or 0.6%, to 51,407 while the S&P 500 tumbled 1.6%.
For months, Wall Street has embraced tech stocks, helping drive the market to record highs on optimism that companies pouring billions into AI would translate those investments into faster revenue growth and higher profits. Investors are now demanding more evidence that the spending will pay off.
On Tuesday, several of the stocks that have powered the market’s rally came under pressure as skepticism grew.
“For a long time, the market treated AI spending as unquestionably positive,” Nigel Green, CEO of the financial consultancy deVere Group, said in an email Tuesday. “Investors are now becoming more demanding. They want evidence that unprecedented spending will translate into unprecedented profits.”
Major tech stocks fell sharply. SpaceX shares dropped $4.09, or 2.7%, to $150.51 after plunging 16% Monday. Earlier this month, investors piled into the stock after the company’s initial public offering, sending it above $200 within days.
The stock, however, has slumped for four consecutive trading days as investors fret over whether the company can justify its valuation of more than $2 trillion.
Global effects
The tech rout spread beyond the U.S., with South Korea’s Kospi tumbling 10.0% to 8,203.84. Signs of greater regulatory scrutiny in the country’s semiconductor sector also added to the hand-wringing.
Bret Kenwell, a U.S. investment and options Analyst at eToro, told CBS News that a broader weakness and global volatility in tech stocks is weighing on U.S. shares. On Tuesday, chip-maker Nvidia fell 3.4%, while Broadcom tumbled 2.4%.
Alphabet, part of the Magnificent Seven, also came under pressure in early trading, falling 1.2%.
While the stock sell-off ignited sharp declines, Green said he doesn’t believe markets are in trouble.
“What we’re witnessing now is investors demanding proof instead of promises,” he said. “That shift can be uncomfortable, but it’s ultimately healthy.”
Anxiety over interest rates
Anxiety is also growing that rate hikes later this year could hamper growth. The Federal Reserve’s rate-setting committee last week opened the door to an increase in borrowing costs in 2026, as it seeks to keep a lid on accelerating inflation caused by months of rising oil prices caused by the Iran war.
Economists are forecasting that a measure of inflation for U.S. consumers — due out Thursday from the government — sped up to 4.1% in May from 3.8% in April.
Traders are betting on a nearly 90% chance the Fed will raise its federal funds rate at least once by the end of the year, up from the 57% chance seen just a week ago, according to data from CME Group.
Edited by Aimee Picchi
The Associated Press contributed to this report.
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