科技与AI股票再度承压,市场等待财报验证AI支出回报忧虑持续压制科技股;短期指数波动不足以确认基本面趋势转向。Alphabet搜索广告增速放缓带来AI变现疑虑,仍需结合公司财报与指引判断影响。Sources (2)Tech Stocks Are Trading as If ChatGPT Never Happened, Data Showsbenzinga.comAI Stocks Lose $5 Trillion in 3 Weeks as Hedge Funds Go Underweight AI for the First Time Since 2023247wallst.comUpdated Nov 3, 2026