2026年9月14日 / 美国东部时间上午11:48 / 哥伦比亚广播公司新闻
周一，呼吁放缓人工智能开发的言论引发了全球科技股抛售，投资者担忧这个推动金融市场创下历史新高的板块的支出可持续性。
以科技股为主的纳斯达克综合指数在早盘交易中下跌约1%，更广泛的标准普尔500指数下跌0.6%。蓝筹股道琼斯工业平均指数下跌0.6%。
投资咨询公司Vital Knowledge负责人亚当·克里萨富利表示，代表提供AI基础设施和资源的公司的“铁锹和镐”类股票受到的打击最为严重。
“市场正试图弄清楚（AI开发的）速度会是多少，而根据这一速度，市场会出现赢家和输家，”金融服务提供商Thrivent的首席财务与投资官戴维·罗亚尔在接受哥伦比亚广播公司新闻采访时表示。
“我不太为我们今天看到的情况感到担忧，但你确实看到芯片领域的一些个股遭受了相当严重的打击，”他补充道。
华尔街分析师表示，投资者的反应源于各大AI公司高管的言论，他们呼吁行业在开发AI时应更加谨慎，以防范潜在风险。
这些警告在Anthropic首席执行官达里奥·阿莫代伊上周发表文章呼吁行业“放缓前沿开发”后进一步升级。
“长期以来，行业一直在掩盖AI风险，”阿莫代伊在接受哥伦比亚广播公司新闻高级商业与科技记者乔·玲·肯特的采访时表示。拥有xAI的太空探索技术公司（SpaceX）首席执行官埃隆·马斯克和OpenAI首席执行官山姆·奥特曼呼应了阿莫代伊关于放缓行业发展的呼吁。
AI泡沫正在漏气吗？
AI投资一直是股市增长的主要引擎，帮助股市接连创下历史新高。如今，投资者担忧数千亿美元的AI资本支出将超过企业利润，导致股市下跌。
股市表现越来越集中在少数几家科技公司身上，任何大规模科技抛售都可能打击投资者，并拖累美国人的401(k)退休计划。
一些华尔街分析师认为，AI推动的市场反弹在短期内仍有上涨空间，但长期面临的风险越来越大。投资咨询公司资本经济公司预测，到今年年底标准普尔500指数将达到8250点。但该公司还预计，许多投资者眼中的AI泡沫将在明年破裂，到2027年底标准普尔500指数将下跌超过20%。
克里萨富利表示，他对AI支出的速度感到担忧。不过，他补充道，如果我们确实看到AI资本支出大幅放缓，并不一定会导致市场全面下跌。
“我认为这比简单的‘有泡沫’或‘没有泡沫’要复杂得多，”他说。“这种支出速度绝对是不可持续的。但这并不意味着所有与AI相关的业务都会因此受到影响。”
阿兰·谢特编辑
https://www.cbsnews.com/video/anthropic-ceo-says-pace-of-ai-development-needs-to-slow-down-but-it-doesnt-mean-we-need-to-panic/
Tech stocks slump after AI execs call for industry slowdown
September 14, 2026 / 11:48 AM EDT / CBS News
Calls for a slowdown in artificial intelligence development sparked a global sell-off in technology stocks on Monday, as investors fretted over the sustainability of spending in a sector that has driven financial markets to record highs.
The tech-heavy Nasdaq Composite Index slumped roughly 1% in early trading, with the broader S&P 500 falling 0.6%. The blue-chip Dow Jones Industrial Average dropped 0.6%.
Adam Crisafulli, head of investment advisory firm Vital Knowledge, said “pick and shovel” stocks, which represent companies that supply AI infrastructure and resources, are getting hit hardest.
“Markets are trying to figure out what the pace [of AI development] is, and there will be winners and losers depending on what that pace is,” David Royal, chief financial and investment officer at financial services provider Thrivent, told CBS News.
“I’m not too alarmed by what we’re seeing today, but you are seeing some individual names in the chip space that are getting hit pretty hard,” he added.
Investors are reacting to comments from leaders of major AI companies who said the industry should proceed more cautiously in developing AI to guard against potential risks, Wall Street analysts said.
The warnings intensified after Anthropic CEO Dario Amodei published an essay over the weekend calling for the industry to “pace the frontier.”
“For too long the industry lied” about AI risks, Amodei told CBS News senior business and technology correspondent Jo Ling Kent in an interview. Elon Musk, CEO of SpaceX, which owns xAI, and Sam Altman, CEO of OpenAI, echoed Amodei’s calls for a slowdown.
Is the AI bubble hissing air?
Investments in AI have been the main growth engine for the stock market, helping it notch a succession of record highs. Now, investors worry that billions of dollars in AI capital expenditures will outpace corporate profits, leading to a stock downturn.
Stock market performance has become increasingly concentrated in a handful of tech companies, with any major tech sell-off threatening to hurt investors and drag down Americans’ 401(k) plans.
Some Wall Street analysts think the AI-fueled market rally has more room to run in the near term, but faces mounting risks in the long term. Investment adviser Capital Economics forecasts the S&P 500 to hit 8,250 by year-end. But the firm also expects what many investors see as an AI bubble to burst next year, leading to a more than 20% drop in the S&P 500 by the end of 2027.
Crisafulli said he is concerned about the pace of AI spending. However, if we do see a sharp slowdown in AI CapEx, it won’t necessarily lead to a complete market downturn, he added.
“I think it’s more nuanced than just bubble, no bubble,” he said. “This pace of spending is absolutely not sustainable. But that doesn’t mean everything that is associated with AI has to suffer as a result.”
Edited by Alain Sherter
https://www.cbsnews.com/video/anthropic-ceo-says-pace-of-ai-development-needs-to-slow-down-but-it-doesnt-mean-we-need-to-panic/
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