外国投资者对美国股票和投资基金份额的净买入额在第二季度达到创纪录的4260亿美元，因为海外资金涌入一个几乎没有放缓迹象的AI热潮。
Net purchases of US equities and investment fund shares by foreign investors reached a record $426 billion in the second quarter, as overseas capital piled into an AI boom that has shown few signs of slowing.
数千亿美元进出AI相关股票，半导体公司在对该技术风险的警告不断增加的背景下出现剧烈波动：“这是一个叙事驱动的市场，叙事每隔一周就会变，”一位投资经理告诉彭博社。
Hundreds of billions of dollars have moved in and out of AI-exposed stocks, with semiconductor firms showing dramatic swings amid mounting warnings of the technology’s risks: “This has been a narrative market, and the narrative changes every other week,” an investment manager told Bloomberg.
尽管如此，“感觉全世界都非常看好美国股票，”外交关系委员会的一位专家表示。
Still, it “feels like the world is very high on US equity,” a Council on Foreign Relations expert said. Multinationals are now gauging countries’ “AI openness” when deciding investments, the Financial Times reported, putting Europe at a potential disadvantage to the US.
《金融时报》报道，跨国公司在决定投资时现在正在评估各国的“AI开放度”，这使欧洲相对于美国处于潜在劣势。— 布伦丹·鲁贝里
— Brendan Ruberry