美股收盘重挫：纳指跌5.5%确认进入回调，三大指数创2025年4月以来最大单日跌幅
美国股市11月5日周四收盘重挫，芯片与数据中心股票的抛售扩散至整个市场：纳斯达克综合指数跌5.5%，收于24,315点，较10月6日27,599.89点的历史收盘高点回落逾10%，正式确认进入技术意义上的回调区间；道琼斯工业平均指数与标准普尔500指数同样创下2025年4月以来最大单日跌幅。
道琼斯工业平均指数收盘跌1,833.06点、跌幅3.4%，报51,523.06点，一举抹去周三1,569点的全部涨幅；标准普尔500指数跌4.4%；纳斯达克100指数跌6.36%，创2020年3月以来最大单日跌幅。据CNN与《巴伦周刊》的收盘报道，三大指数均为2025年4月以来表现最差的一个交易日。
费城半导体指数收盘跌12.25%，报9,011.14点，创约六年半以来最大单日跌幅。个股方面，英伟达（Nvidia）跌9.3%，今年以来的涨幅悉数回吐；美光科技（Micron）跌约17%，超威半导体（AMD）跌约15%，高通公司（Qualcomm）跌9.5%，特斯拉（Tesla）跌11%，SpaceX跌9%，数据中心运营商CoreWeave与Nebius分别跌约10%与15%。
抛售遍及全市场：标准普尔500指数的11个板块全部收跌。芝加哥期权交易所波动率指数（VIX）大涨约60%，创近两年最大单日涨幅、升至七个月高位；10年期美国国债收益率回落至4.83%，为两个月低位。
这轮抛售的触发因素仍是中期选举结果与芯片业绩：投资者担忧，民主党在此次中期选举中横扫国会两院后，数据中心扩张将面临更严格的审查；德克萨斯州当选州长Gina Hinojosa在竞选时曾主张暂停新建数据中心、取消相关税收优惠。高通公司此前公布的业绩与展望未达华尔街预期，也加重了芯片股的卖压。
这一跌幅紧接周三的大涨：11月4日，道指涨1,569.40点、涨幅3.00%，标准普尔500指数涨1.58%，纳斯达克综合指数涨1.44%。投资者接下来关注周五公布的美国10月非农就业数据。
（来源：CNN）
U.S. Stocks Close Sharply Lower: Nasdaq Drops 5.5% to Confirm a Correction as All Three Indexes Post Their Worst Day Since April 2025
U.S. stocks closed sharply lower on Thursday, November 5, as the selloff in chip and data center stocks spread across the market: the Nasdaq Composite fell 5.5 percent to close at 24,315, more than 10 percent below its record close of 27,599.89 on October 6, officially confirming a technical correction, while the Dow Jones Industrial Average and the S&P 500 also posted their worst day since April 2025.
The Dow Jones Industrial Average closed down 1,833.06 points, or 3.4 percent, at 51,523.06, wiping out all of Wednesday's 1,569-point gain; the S&P 500 fell 4.4 percent; and the Nasdaq 100 sank 6.36 percent, its worst day since March 2020. According to closing reports from CNN and Barron's, all three indexes had their worst session since April 2025.
The Philadelphia Semiconductor Index closed down 12.25 percent at 9,011.14, its biggest one-day drop in about six and a half years. Among individual stocks, Nvidia fell 9.3 percent, erasing its gains for the year; Micron Technology dropped about 17 percent, Advanced Micro Devices about 15 percent, Qualcomm 9.5 percent, Tesla 11 percent and SpaceX 9 percent, while data center operators CoreWeave and Nebius fell roughly 10 percent and 15 percent, respectively.
The selling was broad-based: all 11 sectors of the S&P 500 closed lower. The Cboe Volatility Index (VIX) surged roughly 60 percent, its biggest one-day jump in almost two years, to a seven-month high, while the yield on the 10-year U.S. Treasury note fell to 4.83 percent, its lowest level in two months.
The selloff was driven by the midterm election results and chip earnings: investors worried that the Democrats' sweep of both chambers of Congress in the midterm elections could bring tighter scrutiny of data center expansion, and Texas Governor-elect Gina Hinojosa campaigned on a temporary moratorium on new data centers and on eliminating related tax incentives. Qualcomm's results and outlook, which fell short of Wall Street estimates, added to the pressure on chip stocks.
The drop followed Wednesday's rally, when the Dow rose 1,569.40 points, or 3.00 percent, the S&P 500 gained 1.58 percent and the Nasdaq Composite added 1.44 percent on November 4. Investors next turn to the U.S. October nonfarm payrolls report due on Friday.
(Source: CNN)
来源：CNN
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图片来源：图：纽约证券交易所交易大厅（资料图）。照片：Carol M. Highsmith，美国国会图书馆收藏，公共领域，经 Wikimedia Commons。 / The trading floor of the New York Stock Exchange in New York (file photo). Photo: Carol M. Highsmith, Library of Congress collection, public domain, via Wikimedia Commons.
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- 2026-11-05 08:47纳斯达克100指数盘中跌逾6%：芯片与数据中心股遭抛售、纳指迈向回调
- 2026-11-05 13:34美股收盘重挫：纳指跌5.5%确认进入回调，三大指数创2025年4月以来最大单日跌幅本篇
