美国中期选举引发抛售，华尔街单日蒸发 3.2 万亿美元市值
美股单日蒸发 3.2 万亿美元，Nvidia 跌 9.3%，讲清了政治格局怎么直接砸中 AI 芯片股和数据中心债。
11 月 5 日华尔街单日蒸发 3.2 万亿美元市值，纳斯达克综合指数下跌 5.52%，为 2025 年 4 月以来最差表现。抛售源于投资者担心民主党控制的国会将放缓高杠杆 AI 支出潮，高盛估计短期停工令可能影响约 45% 的美国规划数据中心容量。芯片股跌幅最重：Nvidia 下跌 9.3% 抹去 2026 年涨幅，费城半导体指数下跌 12.3%，创约 6.5 年来最大单日跌幅，SanDisk 跌 22%，Micron、Western Digital 和 AMD 各跌 17%。债务融资的 GPU 租赁商 CoreWeave 受创最深，Meta 总裁 Dina Powell McCormick 也表示选举后建数据中心会“更难”。
Wall Street erased $3.2 tn in market value on Thursday, Nov-5. The Nasdaq Composite fell 5.52%, its worst day since April 2025, as investors dumped AI chip stocks.
The market collapse stemmed from investor panic that a Democrat-controlled Congress will fundamentally slow down the highly leveraged AI spending boom.
Goldman Sachs says short-term moratoria could affect about 45% of planned US data centre capacity.
Midterm losses for data centres hit CoreWeave and other debt-funded GPU renters hardest.
Fewer new data centers means fewer orders for the GPUs and memory that fill them, so chipmakers took the worst hit.
Nvidia sank 9.3%, erasing its 2026 gains, and the Philadelphia Semiconductor index fell 12.3%, its worst day in about 6.5 years.
SanDisk fell 22%, and Micron, Western Digital and AMD each lost 17%.
Even Meta President Dina Powell McCormick said building data centers is “going to be harder” after the elections.
