Analysis: OpenAI IPO may be delayed, triggering concerns about AI spending, global technology stocks are sold off again

U.S. stock futures fell collectively on Friday, with the technology sector leading the decline. Market concerns about rising AI infrastructure costs and slowing financing pace intensified. Chip stocks generally weakened. Previously, there were reports that OpenAI was considering postponing the IPO until next year. Reasons include increased volatility in AI-related stocks and unstable market sentiment, even affected by SpaceX's weak performance after its listing. The trading team of JPMorgan Chase pointed out that the news has strengthened market concerns about the sustainability of AI infrastructure investment and may affect the pace of future capital market financing. IPO delays may slow down the expansion of overall AI infrastructure spending.