节点：下游（终端消费/应用）位置：下游情绪：利好参考度：4/10
美东时间周三，美国三大指数集体收跌，人工智能（AI）龙头股英伟达和甲骨文连续第二天承压。
截至收盘，道琼斯指数跌0.37%，报46,121.28点；标普500指数跌0.28%，报6,637.97点；纳斯达克指数跌0.33%，报22,497.86点 。英伟达和甲骨文当日分别下跌近1%和近2%，延续周二跌势。市场对AI产业可能存在“循环融资”模式的担忧加剧，引发投资者质疑。
今年AI投资热潮推动美股创下数十次历史新高，但连续上涨后市场出现回调。部分投资者或因高估值获利了结，美联储主席鲍威尔本周二也曾警示当前市场估值偏高。Infrastructure Capital Advisors首席执行官Jay Hatfield表示科技板块或过度，问题在于估值，且季节性疲弱可能再持续几天。部分分析人士担忧AI高昂投入成本或继续拖累股市。Kayne Anderson Rudnick首席市场策略师Julie Biel指出，多数科技发展会更具成本效益，但AI并非如此。
当日个股表现分化。英特尔股价大涨逾6%，消息人士称该芯片制造商正寻求ȋ..
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