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Asia’s ferocious sell-off has its roots in US AI boom
Lex专栏:AI繁荣是亚洲股市抛售的根源

Foreign investor buying of region’s chipmakers hit a record high this year
几大股指周一的创纪录跌幅,不只是由于美国衰退担忧及日圆走强。亚洲芯片制造商的外资持股激增也是市场震荡的推手。

It has taken just one day to erase all gains for the year for many major stock markets in Asia. Monday’s record-breaking decline in several benchmark indices was not just prompted by recession fears from weak US data and a stronger yen. Surging foreign ownership of Asia’s chipmakers — the result of a year-long global artificial intelligence boom — lies behind the remarkable volatility in these markets.

仅用了一天时间,亚洲许多主要股市就抹去了今年迄今的所有涨幅。几大基准指数周一的创纪录下跌,不只是由于美国数据疲弱引发的衰退担忧以及日元走强。亚洲芯片制造商的外资持股激增——这是持续已有一年多的manbetx app苹果 人工智能(AI)热潮的结果——也是这些市场剧烈波动的推手。

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