随着亚洲芯片制造商的下滑引发资金转向所谓的“反人工智能”交易，印度的软件服务股票正迎来17个月以来的最大涨幅。
India’s software services stocks are headed for their biggest jump in 17 months as a slide in Asian chipmakers triggered a rotation into the so-called anti-artificial intelligence trade.
印度国家证券交易所Nifty IT指数（NSE Nifty IT Index）一度上涨4.9%，其中HCL科技公司（HCL Technologies Ltd.）和塔塔咨询服务公司（Tata Consultancy Services Ltd.）领涨。在博通公司（Broadcom Inc.）首席执行官将人工智能投资情绪比作在赌场下注之后，韩国芯片权重股综合股价指数（KOSPI Index）下跌超过5%。
The NSE Nifty IT Index rose as much as 4.9%, with HCL Technologies Ltd. and Tata Consultancy Services Ltd. leading the advance. Korea’s chip-heavy KOSPI Index fell more than 5% after Broadcom Inc.’s chief executive likened the sentiment around AI investing to betting in a casino.
三星资产管理公司（Samsung Asset Management）投资组合经理阿兰·理查森（Alan Richardson）表示：“每当人工智能交易出现低迷时，印度IT股票现在就会回升。”但他表示，仅靠这一点还不够，需要盈利和股价持续回升，外国投资者才会回归。
“Indian IT stocks now pick up whenever there is a slump in the AI trade,” said Alan Richardson, a portfolio manager at Samsung Asset Management. But that alone is not enough and there needs to be a sustained pickup in earnings and share prices for foreign investors to return, he said.
受截至9月份的季度盈利好于预期的支撑，HCL科技公司周二盘中一度上涨8.1%，至1,321.55卢比。塔塔咨询服务公司报告的季度利润也超出了分析师的预期，因为成本削减措施和逐渐改善的合同流量帮助这家亚洲最大的IT服务提供商实现了增长。
HCL Technologies rose as much as 8.1% to 1,321.55 rupees on Tuesday, supported by better-than-expected earnings in the quarter ended September. TCS also reported quarterly profit that topped analysts’ estimates as cost-cutting measures and a gradually improving contract flow helped drive growth at Asia’s largest IT services provider.