受伊朗局势及特朗普讲话影响，科技股反弹但波动犹存。特斯拉因交付不及预期领跌，苹果、谷歌等巨头因被列入伊朗潜在目标名单而震荡。AI 行业突发安全危机：Anthropic 的 Claude 源代码泄露，Mercor 遭供应链攻击致客户数据暴露，引发业界对 AI 模型网络安全的担忧。市场同时密切关注 Anthropic 及 SpaceX 有望在今年进行的 IPO。地缘政治紧张亦推高银行抵押贷款利率。
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Banks hike mortgage rates as war on Iran raises borrowing costs
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Tech stocks today: Tesla stock falls as tech stocks rebound, AI industry leaks highlight cybersecurity risks
Yahoo Finance
Updated
Thu, 2 April 2026 at 11:14 pm GMT+8
1 min read
TSLA
GOOGL
000660.KS
META
^IXIC
Tech stocks broadly rebounded on Thursday as a flight from risk eased across markets following
President Trump’s speech on Iran
on Wednesday night.
Big Tech stocks were mixed in afternoon trading. Tesla (
TSLA
) was the worst-performing “Magnificent Seven” name after the Elon Musk-led company released its first quarter delivery numbers that missed estimates.
Shares of Apple (
AAPL
), Google (
GOOG
), Nvidia (
NVDA
), and Microsoft (
MSFT
) wobbled. The companies were included in Iran’s Revolutionary Guard Corps (IRGC) list of potential targets, as the fallout of war spreads beyond the initial oil shock.
In other tech news, Anthropic has been racing to do damage control after copies of the source code for its Claude AI agent app were leaked, giving competitors and hackers new information about the model. A second breach in Mercor’s LiteLLM on Thursday only fueled fears about the security of AI models.
Meanwhile, anticipation continues to build around an Anthropic (
ANTH.PVT
) IPO, expected as early as this year, as well as the public debut of Elon Musk’s SpaceX (
SPAX.PVT
).
Read more about today's market action.
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