字号·· | 护眼
彭博社

印度股票有望以一年多来最大幅度领先亚洲,因AI交易逆转India Stocks Set to Beat Asia by Most In Over a Year on AI Rout

点「原文对照」整页切到原文,或双击某段只看那段的原文。

印度股票在周四表现优于亚洲同行,因为人工智能交易的逆转促使资金流向那些此前基本错失涨幅的市场。

Indian equities outpaced Asian peers on Thursday, as an unwinding of the artificial intelligence trade spurred a rotation toward markets that had largely missed the surge.

NSE Nifty 50 指数一度上涨1.8%,为四个月来最大单日涨幅。相比之下,MSCI 亚太指数下跌近3%,使得印度基准指数有望录得一年多来对地区的最大跑赢幅度。

The NSE Nifty 50 Index rose as much as 1.8%, its biggest intraday jump in four months. In contrast, the MSCI Asia Pacific Index tumbled nearly 3%, setting the Indian benchmark on course to record its biggest outperformance against the region in more than a year.

顽固的美国通胀正在加剧人们对更高利率前景的担忧,这将增加人工智能建设的融资成本。卢比在本周较美元上涨近2%,这是印度储备银行采取措施支撑货币的结果。

Stubborn US inflation is raising worries about the prospects of higher interest rates, which will increase financing costs for the AI buildout. The rupee has jumped close to 2% against the dollar this week following steps by the Reserve Bank of India to shore up the currency.

目前与人工智能相关的投资机会有限,因此印度正吸引一些寻求对冲科技密集型市场(如韩国和台湾)进一步抛售风险的投资者。然而,这一涨幅可能只是股票市场的短暂喘息,该市场正面临11年来首次年度下跌。

Limited investment opportunities linked to AI are now making India attractive to some investors seeking a hedge against a further selloff in tech-heavy markets such as South Korea and Taiwan. Still, the jump may be a temporary reprieve for a stock market that’s set for its first annual drop in 11 years.

“AI的崩盘正在推动其他亚洲市场出现巨额资金外流,而卢比的稳定则在边际上有助于改善外国投资者情绪,”新加坡LOGOS资产管理公司首席投资官Charlie Hong表示。

“The crash in AI is driving huge outflows out of other Asian markets, while rupee’s stabilization is helping improve foreign investor sentiment at the margin,” said Charlie Hong, chief investment officer at Singapore-based LOGOS Asset Management.

韩国KOSPI指数下跌超过7.5%,而台湾基准指数下跌3.4%。印度的涨幅主要集中在大盘股,而追踪小盘股的指数则下跌超过1%。

Korea’s KOSPI Index fell more than 7.5%, while Taiwan’s benchmark dipped 3.4%. The advance in India was concentrated in large-cap stocks, with a gauge tracking small caps down more than 1%.