Meta Platforms(META.O)跌超6%，市值蒸发1000亿美元。

Rising borrowing costs and investor doubts about the sustainability of large-scale AI investment have increased the risk that SoftBank Group’s market value could fall by about half from its June peak. Shares slipped as much as 6.7% on Thursday, leaving them roughly 50% below the June 2 record high. US tech earnings failed to soothe investor concerns. Bonds of US cloud provider CoreWeave fell to levels signaling credit stress, highlighting industry funding risk and amplifying fears over global AI spending. Kazuyuki Muramatsu, head of investments at Nagomi Capital, said SoftBank’s high leverage and rising borrowing costs magnify its vulnerability; if market sentiment on AI growth turns more pessimistic, the Vision Fund could face valuation losses and SoftBank may pay higher premiums on future fundraising.

苹果远月合约2710触及涨停，涨幅16%，报6712元/吨。