DeepSeek的引发的焦虑导致美国科技股和大盘周一开市重挫，投资者在本周科技巨头发布财报前对仓位集中的风险心生警惕。
科技股为主的纳斯达克100指数低开3.5%，创下12月18日以来的最大盘中跌幅。标普500指数下跌2.3%，其中权重最大的板块科技股领跌。道琼斯工业平均指数下跌0.7%。
美国开盘前欧洲股市已走低，因DeepSeek周末的下载量超过了iPhone，科技股估值成为市场关注焦点。
“这对科技七巨头的股票来说是一个改变游戏规则的因素，它们现在得重新考虑自己的资本支出，甚至可能要重新考虑今后的发展方向了，” Bianco Research总裁兼宏观策略师Jim Bianco周一上午接受采访时说，“任何人如果在股市广泛布仓，他们就会感到担忧因为，这些股票的主导地位对每个人的投资回报都产生了影响。”
股价过去两年飙升九倍成为全球市值最高公司的英伟达也成了关注焦点。这家总部位于加利福尼亚州圣克拉拉的公司是周一标普500指数中表现最差的股票之一，博通、Arista Networks Inc．、Amphenol Corp．和Super Micro Computer Inc．等公司也承压走低。
责任编辑：丁文武
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