Recently, U.S. tech stocks faced selling pressure, dragging the Nasdaq Composite Index lower. NVIDIA’s share price dropped by more than 2%, contributing significantly to the market’s bearish sentiment. Meanwhile, Apple’s stock marked its seventh consecutive day of declines—a rare “seven-day losing streak”—further weighing on the Nasdaq.Analysts attribute NVIDIA’s recent pullback to concerns over its elevated valuation and fears that demand for AI chips may be peaking in the short term. Despite its continued leadership in artificial intelligence, investors have grown cautious after the stock’s substantial run-up earlier this year. As for Apple, its prolonged decline stems from slowing iPhone sales growth, intensifying competition in the Chinese market, and underwhelming performance in its services segment. Additionally, market expectations that the Federal Reserve will keep interest rates higher for longer have dampened sentiment toward growth-oriented tech stocks.As two of the largest components of the Nasdaq by market weight, the simultaneous weakness in both NVIDIA and Apple has exerted notable downward pressure on the index. Investors are now closely watching upcoming U.S. inflation data and corporate earnings reports to assess whether tech stocks have entered a phase of consolidation. In the near term, without positive catalysts, the Nasdaq may continue to trade sideways or experience further volatility.
近日，美股科技股遭遇抛压，纳斯达克指数承压下行。其中，英伟达股价下跌超过2%，成为拖累市场情绪的重要因素之一。与此同时，苹果公司股价连续第七个交易日收跌（即“七连阴”），创下近年来罕见的连跌纪录，进一步加剧了纳指的疲软走势。分析人士指出，英伟达近期回调主要受市场对其估值过高的担忧以及AI芯片需求短期见顶的疑虑影响。尽管公司在人工智能领域仍具领先地位，但投资者在经历前期大幅上涨后趋于谨慎。而苹果方面，其持续下跌则与iPhone销量增长放缓、中国市场竞争加剧以及服务业务增速不及预期等因素有关。此外，市场对美联储维持高利率更长时间的预期也打压了成长型科技股的整体表现。作为纳指权重最大的两家公司之一，英伟达和苹果的同步走弱对指数构成显著拖累。投资者目前正密切关注即将公布的美国通胀数据及企业财报，以判断科技股是否已进入阶段性调整期。短期内，若缺乏利好催化，纳指或将继续震荡整固。
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