2026-10-15 17:41
Economic Observation NetworkThe AI hardware track in which Zhongji Xuchuang (03308) operates is affected by fluctuations in related sectors of the US stock market, resulting in significant transmission of sector sentiment.
AI hardware chain in the US stock market plummeted overnight
Dell fell 11.3%, Oracle fell 8.8%, Barclays downgraded multiple AI investment ratings, and panic emotions were directly transmitted
Doubts about the sustainability of AI capital expenditures are heating up
CoreWeave bond yield breaks 15%, Goldman Sachs predicts cloud vendors' capital expenditure growth rate will fall after peaking in Q3 2026
The above content is based on publicly available information and does not constitute investment advice.
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