星球日报|Sep 13, 2026 09:31
[Anthropic's Warning on Artificial Intelligence May Pressure Chip Stocks, but Long-term Impact Likely Limited]
Odaily Planet Daily News – Market observers have pointed out that statements from artificial intelligence executives calling for a slowdown in technological development may put short-term pressure on chip manufacturers and supply chain stocks. However, given the continued strength in spending on computing infrastructure, the long-term impact is likely to be limited.
The Nasdaq 100 Index, which is dominated by tech stocks, has fallen more than 4% from the record high set in June, while U.S. chip stocks have dropped 14%, and Asian tech stocks have declined nearly 8%. During the same period, the benchmark S&P 500 Index and the MSCI Global Stock Index both edged up by approximately 0.6%.
Some investors believe that a slowdown in AI development could ultimately have a positive impact on the industry, giving companies more time to reap returns from already-built infrastructure.
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