美股科技“七巨头”单日市值蒸发近8000亿美元，Alphabet、特斯拉财报引发AI支出担忧

The seven major US tech stocks fell collectively on Thursday, with their total market capitalization evaporating by approximately $797 billion in a single day, marking the largest single-day drop since April 2025 and a cumulative decline of about $2 trillion from their historical highs in late May. Among them, Tesla fell 15%, and Alphabet dropped 7.1%.

Market concerns are mounting as Alphabet raises its capital expenditure guidance and Tesla plans to increase capital spending, with uncertainty over the return on AI infrastructure investments becoming a focal point for investors. Microsoft, Amazon, and Meta are set to release their earnings reports next week, and the market will further scrutinize whether large-scale AI investments can translate into commercial returns. (Jinshi)