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ServiceNow's $3B AI Bet, Crypto Slumps Post Crypto Reserve Announcement
2025/3/10
Bloomberg Technology
B
Brodie Ford
D
Dana Wollman
D
David Sachs
J
Jackie Davalos
K
Kurt Wagner
M
Matt Day
M
Mike Shepard
M
Misha Laskin
R
Ryan Vlastelica
S
Shonali Basak
V
Varun Krishna
Caroline Hyde 和 Jackie Davalos：美国股市出现抛售，人工智能交易再次逆转，纳斯达克100指数下跌，科技巨头股价下跌，反映出市场对经济增长、关税和地缘政治风险的担忧。
Ryan Vlastelica：股市抛售仍在继续，主要公司股价下跌，数百亿美元的市值蒸发，这反映了人们对经济衰退或经济疲软的担忧，以及关税和地缘政治紧张局势的影响。大型科技股和人工智能股的长期潜力依然存在，但市场的不确定性使得难以预测何时会反弹。
Mike Shepard：美国总统与科技公司CEO的会面，市场反应反映了投资者对关税和出口规则变化的不确定性。特朗普总统希望科技公司增加国内投资，但当前市场的不确定性不利于此类大型投资决策。关税是导致市场不确定性的主要因素，而对《芯片法案》的潜在废除则相对较小。
Deep Dive
A market sell-off is underway, with the NASDAQ 100 down significantly. Geopolitical tensions and potential tariffs are contributing to the decline, particularly impacting the AI sector. While some remain positive about the long-term potential of big tech stocks, uncertainty in the broader economy makes it hard to predict when a rebound might occur.
- NASDAQ 100 down 3.3%
- Worst day since December 18th
- MAG7 sinks
- Apple below $3.5 trillion
- NVIDIA below $3 trillion
- Tariffs and geopolitical tensions impacting AI trade
Shownotes Transcript