According to ChainCatcher citing Bloomberg, Thursday’s U.S. tech selloff appeared driven by market positioning rather than a collapse in macroeconomic fundamentals, with long liquidations adding to selling pressure and little sign of buyers entering. The Nasdaq fell more than 5%, the S&P 500 dropped over 4%, and the Dow Jones Industrial Average declined more than 5%. Every S&P 500 constituent closed lower, led by technology stocks. Concern about stricter AI regulation grew after Democrats won control of Congress in the U.S. midterm elections. The Goldman Sachs Most Shorted Information Technology Index fell about 10%, its biggest one-day drop since January 2025, and touched its lowest level since March. Bloomberg analysts said the combination of long positions being unwound and crowded shorts was a particularly risky market structure. Forced selling and margin calls may intensify declines, while index rebalancing has added pressure, including to companies operating under the neocloud business model. David Bahnsen, chief investment officer of The Bahnsen Group, said technology valuations remained high despite Thursday’s losses and pointed to the S&P 500’s concentration in technology-related stocks as a source of market vulnerability. He recommended looking at defensive sectors such as consumer staples and energy. The article said positioning resets can take days to confirm and that trading desks showed few signs of dip-buying. Continued CTA selling, relative weakness in defensive stocks, and heavier volume on declines than on rebounds were cited as signs of a positioning-driven pullback rather than a systemic recession-led crash. The U.S. two-year Treasury yield fell more than 10 basis points on Thursday. Year-end positioning adjustments under a capital-preservation stance could continue into mid-November.

According to CNBC, several stocks made notable moves in extended trading following their latest earnings reports and outlooks. Airbnb shares jumped 11% after third-quarter earnings of $3.16 per share beat the consensus estimate of $2.85, while revenue of $4.87 billion surpassed the Street's $4.75 billion. Cloudflare surged 14% after the cloud company projected current-quarter adjusted earnings of 43 cents per share on revenue of $845 million to $846 million, topping analysts' expectations of 38 cents per share and $798 million. JFrog popped 25% after raising its full-year guidance, seeing adjusted earnings of $1.14 to $1.16 per share on revenue of $680 million to $682 million, well above the FactSet consensus of 98 cents per share and $651.9 million. Atlassian dropped more than 15% after the company flagged year-over-year data center revenue growth is expected to decline approximately 14% in the fiscal second quarter and 16% for the full fiscal year. DraftKings tanked 22% after posting a third-quarter loss of 94 cents per share, far worse than the 39-cent loss analysts anticipated, while revenue of $1.33 billion missed the $1.40 billion estimate. Axon Enterprise slid 13% after third-quarter adjusted EPS of $1.72 missed the consensus of $1.89 and revenue of $909 million fell short of the $934.3 million estimate. Affirm Holdings tumbled 11% despite second-quarter revenue guidance of $1.435 billion to $1.465 billion narrowly topping the $1.43 billion consensus. Iren gained 6% after reporting first fiscal quarter revenue of $228 million, up from $137 million in the prior quarter, though the company said more than $4 billion in annual recurring revenue projected for 2026 has been delayed until at least January 2027. Wynn Resorts fell 1% after third-quarter adjusted earnings of 33 cents per share and revenue of $1.69 billion missed estimates of 68 cents per share and $1.75 billion. Akamai Technologies dropped 1% after fourth-quarter guidance for adjusted earnings of $1.50 to $1.70 per share on revenue of $1.145 billion to $1.17 billion fell short of analysts' expectations of $1.78 per share and $1.20 billion. Lyft fell more than 5% after fourth-quarter bookings guidance of $5.74 billion to $5.94 billion came in below the FactSet consensus of $5.81 billion.

According to the announcement from Binance, holders of IBMB, AAPLB, GLWB and LLYB will receive cash dividends from the respective underlying companies in the form of additional units or fractions of the same bStocks. The net dividend, after applicable withholding taxes, fees, costs and other deductions, will be reinvested. On-chain holders will receive the distributions through a multiplier adjustment. Eligibility will be based on holdings at the record-date snapshots: IBMB at 2026-11-10 00:00 (UTC), AAPLB at 2026-11-12 00:00 (UTC), and GLWB and LLYB at 2026-11-13 00:00 (UTC). Trading of IBMB/USDT, AAPLB/USDT, GLWB/USDT and LLYB/USDT will not be affected. Binance will suspend token conversion, deposits and withdrawals for IBMB at 2026-11-09 23:30 (UTC); for AAPLB at 2026-11-11 23:30 (UTC); and for GLWB and LLYB at 2026-11-12 23:30 (UTC). Binance Convert will also pause conversions of each token and associated pairs at those respective times. Deposits, withdrawals and token conversion services will resume when the distribution is completed. Dividends earned from assets held in other accounts, including Savings and Margin accounts, will be credited to Spot Accounts. Binance said it will handle the technical requirements for the distribution.

美股创下4倍标准差暴跌，整体看下来对AI营收和债务的担忧和蓝潮是背景，资金面和情绪面是放大器。

According to CNBC, Asian technology stocks fell Friday after the Nasdaq Composite dropped 5.5% overnight, entering correction territory and closing more than 10% below its recent peak. SK Hynix plunged more than 8%, Samsung Electronics fell 7%, and SoftBank Group tumbled 11.6%. The Philadelphia Semiconductor Index sank 12.2%. Investors were concerned about the sustainability of AI spending and returns on data-center investment, as well as the potential for tighter restrictions on data-center development following Democrats’ victory in the U.S. midterm elections.

US stocks plunged on Thursday, erasing all post-election gains as investors fled tech shares on fears of a data center construction slowdown. The Nasdaq Composite fell 5.4% into correction territory, more than 10% below its recent record high. The S&P 500 declined 4.3%, and the Dow Jones Industrial Average dropped 1,844 points, or 3.7%, nearly wiping out Wednesday's post-election rally. The Russell 2000 small-cap index fell 4.4%, also entering correction. All three major indexes were on track for their worst single-day performance since April 2025, according to Sina Finance. AI-related stocks, particularly chipmakers and data center supply chain companies, fell for a second consecutive session. Investors worried that Democrats winning both chambers of Congress and key gubernatorial races could slow the pace of data center construction. Vermont Senator Bernie Sanders, who caucuses with the Democrats, called for a national pause on data center construction, posting on social media that Americans do not want Big Tech oligarchs damaging the environment and threatening humanity's future. Broadcom and Nvidia each dropped 9%, while software company Oracle declined 7%. Qualcomm fell 10% despite beating earnings expectations, as its guidance disappointed. The iShares Semiconductor ETF (SOXX) fell more than 10%, on pace for its worst day since March 2020. Emerging cloud computing stocks also sold off, with CoreWeave down 11% and Nebius and Iren each down 16%. Orion Chief Investment Officer Tim Holland said investors are temporarily stepping back to better understand the midterm elections' impact on the AI capital expenditure cycle, which has been one of the biggest drivers of economic growth over the past three years. The selloff spread beyond tech, with Caterpillar down 5%, JPMorgan down 4%, and Boeing and Nike each down 3%. Truist Wealth Chief Investment Officer Keith Lerner said the scale of tech selling has begun spreading across the broader market, creating a self-reinforcing dynamic. On Wednesday, the Dow had surged more than 1,500 points for its best day since April 2025 after Democrats' decisive midterm victory, with the S&P 500 and Nasdaq both rising more than 1%.

According to Jin10, most major China futures contracts fell at the open. Propylene dropped more than 5%; plastics, Shanghai tin, liquefied petroleum gas (LPG), polypropylene and polypropylene monthly-average contracts fell more than 3%; plastics monthly-average contracts and benzene declined more than 2%; and bottle-grade PET fell nearly 2%. On the upside, low-sulfur fuel oil (LU) rose nearly 4%, apple futures gained nearly 3%, coke, Shanghai nickel and rapeseed meal rose more than 2%, and container shipping on the European route, coking coal and jujube gained more than 1%.

According to Yonhap, HKET and Central News Agency, the U.S. Democratic Party won a sweeping midterm victory to take control of both chambers of Congress, fueling concerns over data center construction delays and tighter AI regulation that triggered a selloff in AI-related chip stocks. Reports of tanker attacks in the Middle East raised supply concerns, with December WTI futures up 2.72% at $90.52 a barrel and January Brent futures up 3.88% at $98.29. Japanese index futures fell in night trade. The Osaka Exchange's December 2026 Nikkei 225 futures ended the night session at 57,400, down 3,520 points. KOSPI 200 night futures dropped 7.87%, while the MSCI South Korea ETF fell 13.46% and SK Hynix's American depositary receipts (ADRs) declined 13.40%. The KOSPI fell 300.00 points, or 5.28%, to close at 5,383.80 in the previous session. Kiwoom Securities analyst Han Ji-young said the AI stock rout in the U.S. was beyond oversold, noting that the specific scope of the regulations has not yet been confirmed. Hang Seng Index night futures closed down 392 points at 24,494. HKEX data showed November Hang Seng Index futures traded between 24,436 and 24,886 in the after-hours session, on volume of 30,826 contracts. The NASDAQ Golden Dragon China Index rose 0.4% to 5,747. Among ADRs, Meituan's ADR was equivalent to HK$79.63, 0.83% below its Hong Kong close; Tencent's ADR was at HK$424.46, down 1.38%; the HSBC ADR was at HK$138.11, down 2.12%; and Alibaba's U.S. shares were at HK$105.93, down 2.90%. Front-month TAIEX futures fell 2,946 points, or 7.03%, to close the night session at 38,936, below the 40,000 level, trading between 38,799 and 42,298 on volume of 89,296 contracts. TSMC futures fell 221 points to 2,026 in the night session. The TAIEX fell 1,374.19 points to close at 41,574.72 in the previous session.

美国中期选举后，反对AI无序扩张的政治力量崛起，叠加科技巨头业绩不及预期、数据中心建设前景生变，华尔街AI交易遭遇历史性抛售。纳指市值单日蒸发约2.5万亿美元。

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