2026年2月23日 / 美国东部时间下午1:54 / CBS新闻
周一，股市大幅下滑，紧张的投资者消化着特朗普总统计划将全球关税提高至15%的消息，同时人工智能应用对科技行业影响的担忧再次升温。
截至美国东部时间下午12:35，道琼斯工业平均指数下跌794点，跌幅1.6%；标准普尔500指数下跌78点，跌幅1.1%；纳斯达克综合指数下跌1.3%。
根据FactSet的数据，在市场动荡时期被视为避险资产的黄金上涨2.9%，达到每盎司5,230美元。
华尔街分析师、Vital Knowledge负责人亚当·克里萨富利指出，对人工智能对软件行业及其他行业影响的担忧是早盘股市暴跌的主要原因。
他在给投资者的研究报告中表示，人工智能——直到最近还推动股市创下一系列历史新高——“正日益成为股票市场的净负面因素”。
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自由新闻：[我们是否正处于人工智能的悬崖边缘？]
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关税“无济于事”
分析师指出，在周五最高法院推翻其政府紧急关税政策后，特朗普总统立即提高关税的举措为金融市场注入了新的不确定性。特朗普最初表示将对全球征收10%的关税，但周六将这一税率提高至15%。
摩根士丹利旗下E-Trade的交易与投资董事总经理克里斯·拉金表示：“周五最高法院的关税裁决曾推动股市上涨，但很快人们就意识到，这一决定只是贸易风波翻开了新篇章，而非结束。”
尽管今日股市下跌，但华尔街的反应远不及2025年4月特朗普宣布一系列互惠关税及对美国贸易伙伴征收10%基准关税后股市暴跌时剧烈。
克里萨富利表示：“关税实际上并未推动周一的价格走势，但最高法院裁决及特朗普随后的行动和威胁（包括多条社交媒体帖子）带来的巨大不确定性和混乱，无疑对股市情绪毫无帮助。”
周一，美元对其他货币汇率仅小幅下跌，比特币短暂跌破65,000美元但仍高于本月早些时候的低点。由于黄金在不确定时期被视为更安全的投资选择，其价格持续上涨。
总统此前的大部分关税措施均依据《国际紧急经济权力法》（IEEPA）。特朗普现在正转而依据1974年《贸易法》第122条实施新一轮全球关税，该关税计划于2月24日开始生效。
金融公司爱德华琼斯的高级全球投资策略师安杰洛·库卡法斯在电子邮件中表示，虽然新一轮关税可能带来更多不确定性，但不太可能对经济活动产生实质性影响。
“我们建议投资者不要对头条新闻反应过度……”他说。
编辑：阿兰·谢特
美联社对本文报道亦有贡献。
https://www.cbsnews.com/video/how-the-supreme-courts-tariff-decision-impact-global-economy/
Dow slides nearly 800 points as AI and tariff risks rattle investors
February 23, 2026 / 1:54 PM EST / CBS News
Stocks slid on Monday as jittery investors digested President Trump’s plan to raise global tariffs to 15% and amid renewed concerns about the impact of artificial intelligence apps on the technology industry.
The Dow Jones slid 794 points, or 1.6%, as of 12:35 p.m. EDT. The S&P 500 fell 78 points, or 1.1%, while the Nasdaq dropped 1.3%.
Gold, regarded as a safe haven in periods of market turbulence, rose 2.9% to $5,230, according to FactSet.
Wall Street analyst Adam Crisafulli, head of Vital Knowledge, pointed to concerns about the AI impact on the software sector and other industries as the main reason stocks were slumping in morning trade.
AI — which until recently had propelled the stock market to a succession of record highs — is “increasingly a net negative for the equity market,” he told investors in a research note.
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The Free Press:[Are We at an AI Precipice?]
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Tariffs “aren’t helping”
Mr. Trump’s move to immediately hike tariffs after the Supreme Court on Friday struck down his administration’s emergency tariffs also injected fresh uncertainty into financial markets, analysts noted. Mr. Trump initially said he would impose a 10% global tariff, but on Saturday upped that levy to 15%.
“Stocks got a boost Friday from the Supreme Court’s tariff ruling, but it quickly became clear that the decision was simply going to open a new chapter in the trade saga — not end it,” according to Chris Larkin, managing director of trading and investing at E-Trade from Morgan Stanley.
Despite today’s drop, Wall Street’s response was far milder than in April 2025, when stocks nosedived after Mr. Trump announced a sweeping set of reciprocal tariffs and a baseline 10% tariff on U.S. trading partners.
“Tariffs really aren’t driving the Mon[day] price action, but the enormous uncertainty and confusion associated with the SCOTUS decision and Trump’s subsequent actions and threats (including several social media posts) certainly aren’t helping equity sentiment,” Crisafulli said.
The U.S. dollar’s value edged only a bit lower against other currencies on Monday, while bitcoin briefly fell below $65,000 but remained above its low point reached earlier this month. Gold continued to rise thanks to its reputation as something safer to own during uncertain times.
Most of the president’s previous levies hinged on a law called the International Emergency Economic Powers Act, or IEEPA. Mr. Trump is now turning to Section 122 of the Trade Act of 1974 to implement his next round of global tariffs, which are scheduled to take effect starting Feb. 24.
While the new round of tariffs may introduce more uncertainty, they are unlikely to have a meaningful impact on economic activity, Angelo Kourkafas, a senior global investment strategist at financial firm Edward Jones, said in an email note.
“We advise investors not to overreact to headlines…” he said.
Edited by Alain Sherter
The Associated Press contributed to this report.
https://www.cbsnews.com/video/how-the-supreme-courts-tariff-decision-impact-global-economy/
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