美国通胀与AI债务担忧加剧，科技股抛售加深
Tech market sell-off deepens amid fears over US inflation and AI debt
以下为原文逐段中文翻译，保留图表与说明。AI 翻译并经 AI 对照复核，仍可能存在错误；核对数据和引用时请同时查看原文。译文发布：2026年10月17日 06:30（北京时间）。
与AI相关的股票抛售加速，冲击全球市场，因对通胀上升和未来加息的担忧令本已对该高负债板块心存警惕的交易员感到不安。
韩国基准Kospi 200指数大幅偏重存储芯片制造企业，该指数隔夜下跌逾8%，收于六个月低点，触发熔断机制，导致交易在多个时点暂停。
其中一些半导体股票，如SK海力士(SK Hynix)和三星电子(Samsung Electronics)，分别暴跌近11%和9.5%。该指数收于六个月低点，下跌8.1%。
与此同时，日本日经225指数周四下跌4.9%，此前存储芯片制造商铠侠(Kioxia)暴跌11%，而ChatGPT所有者OpenAI的大投资者软银(SoftBank)下跌10%。
此轮下跌之前，华尔街在前一交易日已经下滑，纳斯达克综合指数下跌1.9%，标普500指数下跌1.1%，为7月以来最差表现。
美股周四恢复交易后进一步下跌。纳斯达克开盘再跌1.4%，制造数据中心服务器的戴尔(Dell)和生产AI数据中心零部件的相干公司(Coherent)领跌。
此轮抛售之前，美国周三公布的数据显示，9月美国通胀率跃升至高于预期的3.7%，为自5月消费者价格指数(CPI)触及4.2%的三年高点以来的最快涨幅。
周四公布的最新数据显示，9月美国生产者价格同比上涨6.3%，为2022年12月以来最大涨幅，进一步加剧了通胀担忧。
这些数据令投资者感到不安，他们现在预计美联储将再次加息，一些投机者甚至预计最快在本月底就会有另一次加息。
“市场刚刚经历了极其动荡的24小时，先是强劲的美国CPI数据，随后是关于AI交易的担忧不断加剧，”由吉姆·里德(Jim Reid)领导的德意志银行(Deutsche Bank)分析师表示。
令人担忧的是，这些数据显示，问题并不在于燃料成本——燃料成本因包括美国对伊朗战争带来的连锁反应等地缘政治紧张局势而被推高。里德说：“推动物价上涨的不仅仅是能源价格的飙升，因为消费篮子中各类商品价格普遍上涨。”
此轮抛售之前，国际货币基金组织(IMF)发出警告，该组织本周表示，AI股价崩盘蔓延至全球市场的威胁正在危及世界金融稳定。
“AI回调的后果可能是全球性的，”IMF表示。除美国外，亚洲市场受影响最大，而英国和欧元区可能更具抵御能力——尽管持有美国资产的投资者将受到冲击。
最新的恐慌情绪冲击中国，沪深300指数一度下跌2.4%，创下自2025年8月以来的最低水平。在台湾，全球领先芯片制造商之一、亚洲市值最高的公司台积电(TSMC)下跌2%，尽管其连续第六个季度实现盈利。
欧洲股市也承压，德国DAX指数午后交易中下跌0.36%，意大利富时MIB指数下跌1.3%。
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Tech market sell-off deepens amid fears over US inflation and AI debt
An accelerating sell-off of AI-linked shares has hit global markets, as fears over rising inflation and future interest rate hikes spooked traders already wary of the heavily indebted sector.
South Korea’s benchmark Kospi 200 index, which is heavily skewed towards the companies that make memory chips, fell more than 8% overnight to a six-month closing low, triggering circuit breakers that brought trading to a halt at various points.
Some of those semiconductor stocks, such as SK Hynix and Samsung Electronics, plunged nearly 11% and 9.5% respectively. The index closed at a six-month low, down 8.1%.
Meanwhile, Japan’s Nikkei 225 dropped by 4.9% on Thursday, after an 11% slump in the memory chip maker Kioxia and a 10% drop in SoftBank, a big investor in the ChatGPT owner, OpenAI.
The falls followed a slide on Wall Street during the previous day’s session, where the Nasdaq Composite fell by 1.9% and the S&P 500 dropped 1.1%, its worst performance since July.
US stocks fell further when trading resumed on Thursday. The Nasdaq dropped another 1.4% at the start of trading, with Dell, which makes datacentre servers, and Coherent, which manufactures components for AI datacentres, leading the early fallers.
The sell-off came after US data on Wednesday showed stateside inflation jumped to a higher-than-expected 3.7% in September , marking the fastest increase in prices since the consumer price index (CPI) rate hit a three-year peak of 4.2% in May.
Fresh data on Thursday showing US producers increased their prices by 6.3% year on year in September – the sharpest rise since December 2022 – added to inflationary jitters.
The figures have rattled investors who are now expecting fresh interest rate increases by the US Federal Reserve, with some punters pricing in another increase as soon as the end of the month.
“Markets have just had an incredibly tumultuous 24 hours, as a strong US CPI print was then followed up with mounting fears around the AI trade,” Deutsche Bank analysts led by Jim Reid said.
Worryingly, the figures showed this was not about fuel costs, which have been pushed up by geopolitical tensions including the ripple effects from the US war on Iran. Reid said: “This wasn’t just an energy surge driving prices higher, as there were broad-based moves across the consumer basket.”
The sell-off follows warnings from the International Monetary Fund, which said this week that the threat of an AI share price crash rippling out across global markets was putting world financial stability at risk.
“The consequences of an AI correction could be global,” the IMF said. Aside from the US, Asian markets would be most exposed, with the UK and eurozone potentially more insulated – although investors with US holdings would be hit.
The latest jitters hit China, where the Shanghai Shenzhen CSI 300 slipped by as much as 2.4%, marking the lowest level since August 2025. In Taiwan, one of the world’s leading chip makers and Asia’s most valuable company, TSMC, fell 2% despite reporting its sixth straight quarter of profits.
European stocks also came under pressure, with Germany’s DAX down 0.36% in afternoon trading and the Italian FTSE MIB dropping by 1.3%.
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这件事
据《卫报》报道，AI相关股票的抛售加速，冲击全球市场，因市场对通胀上升和未来加息的担忧令本已对该高负债行业心存警惕的交易员感到不安。以存储芯片企业为主的韩国基准Kospi 200指数隔夜下跌逾8%，收于六个月低点，期间多次触发熔断暂停交易。SK海力士和三星电子等部分半导体股分别暴跌近11%和9.5%。该指数收跌8.1%。日本日经225指数周四下跌4.9%，此前存储芯片制造商铠侠暴跌11%、软银下跌10%。上述跌势延续了前一日华尔街的下跌，纳斯达克综合指数亦走低。
本页概括所列来源的重点，属于独立摘要；完整报道请阅读原站。整理时间：2026年10月17日 04:44（北京时间）。
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依据 The Guardian 的RSS 摘要与原文节选整理，事实核对限于列明材料；不是原文全文翻译。
- The Guardian 来源报道（RSS 摘要与原文节选）