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人工智能债务与通胀担忧加剧,亚洲股市暴跌Asian stocks plummet as AI debt and inflation fears bite

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美国公布的数据显示,9月通胀较上月加速,美国市场随之下跌,亚洲股市受到重创。(摄影:藤原一穗)Asian stocks have been hit hard after American markets fell following the release of data showing U.S. inflation accelerated in September from the month before. (Photo by Kazuho Fujiwara)

东京/首尔——周四,受美国市场抛售潮影响,亚洲股市大幅下跌。此次抛售潮由高于预期的消费者价格指数以及对人工智能投资的担忧所引发。

TOKYO/SEOUL -- Asian shares plunged on Thursday following a sell-off in the U.S. market sparked by a higher-than-expected consumer price index and worries about artificial intelligence investment.

韩国基准KOSPI指数下跌7.6%,收于5554.22点,低于7月底暴跌时触及的5593.56点低点。

South Korea's benchmark KOSPI index fell 7.6% to close at 5554.22, under a low of 5,593.56 reached during a sharp decline in late July.

全球最大内存芯片制造商三星电子下跌9.5%,而本土竞争对手SK海力士则暴跌超过11.1%。韩国最大汽车制造商现代汽车下跌5.7%,表明此次抛售潮正蔓延至非科技领域。

Samsung Electronics, the world's largest memory chipmaker, dropped 9.5%, while local rival SK Hynix plummeted more than 11.1%. Hyundai Motor, South Korea's biggest automaker, skidded 5.7% lower, suggesting the sell-off is widening into non-tech sectors.

日本基准日经平均指数收于64425.95点,跌破65000点大关,跌幅为4.9%。内存制造商铠侠控股下跌12.3%,芯片设备制造商东京电子下跌7.8%。

Japan's benchmark Nikkei Stock Average closed under the 65,000 mark at 64425.95, down 4.9%. Memory maker Kioxia Holdings lost 12.3%, while chip-tool maker Tokyo Electron declined 7.8%.

台湾加权指数下跌3.4%,此前台湾积体电路制造公司(TSMC)宣布,其7月至9月季度利润连续第六个季度创下纪录。

Taiwan's Taiex slipped 3.4%, before Taiwan Semiconductor Manufacturing Co. (TSMC) announced a sixth consecutive quarter of record earnings for the July-September period.

此次下跌发生在隔夜美国股市下挫之后。此前公布的数据显示,9月通胀率较8月有所加速。重新燃起的通胀担忧加剧了市场对收益率上升——以及随之而来的更高借贷成本——可能抑制基础设施投资,并增加人工智能相关公司信用风险的忧虑。

The declines came after U.S. stocks fell overnight following the release of data showing the September inflation rate accelerated from August. Renewed inflation fears stoked concerns that rising yields -- and hence higher borrowing costs -- could curb infrastructure investment and boost the credit risk of AI-related companies.

周三,美国纳斯达克指数下跌1.8%,而费城半导体指数(SOX)则下跌超过4%。

The U.S. Nasdaq fell 1.8% on Wednesday, while the Philadelphia Semiconductor Sector (SOX) index dropped over 4%.

人工智能云服务(即“新云”)提供商CoreWeave的股价暴跌超过15%,并带动其他新云公司股价一同下跌。CoreWeave将于2032年到期的债券(票面利率约10%)收益率一度高达15%。在可能进入加息周期的背景下,该行业债务不断上升的担忧日益加剧。

Cloud service for AI, or neocloud, provider CoreWeave's shares dived over 15%, spreading to stocks of other neocloud companies. The yield on CoreWeave's bond maturing in 2032, with a coupon rate of about 10%, hit 15%. Concerns are growing about rising debt in the sector amid a possible rate-hike cycle.

美国10年期国债收益率一度升至5.33%,但在纽约交易时段回落至约5.2%,因投资者在股市下跌之际转向更安全的资产。周四,日本10年期政府债券收益率降至2.92%。

The 10-year U.S. Treasury yield rose to as much as 5.33%, but then eased to around 5.2% in the New York session, as investors shifted to the safer asset amid falling stock prices. Japan's 10-year government bond yield dropped to 2.92% on Thursday.

科技股正面临越来越多的利空因素。其中最为关键的是,中国长江存储近期宣布在下一代存储芯片设计领域取得突破,这一消息引发了市场对中国技术崛起的担忧。与此同时,美国芯片制造商博通的首席执行官陈福阳本周也强调了投资科技行业的风险,将其比作“在赌场里下注”。不过,半导体行业整体表现依然强劲。

Negative factors are piling up for tech shares. Key among them is renewed fear over the rise of China's CXMT after it recently announced a breakthrough in next-generation memory chip design. Meanwhile, the CEO of U.S. chipmaker Broadcom, Hock Tan, this week highlighted the risks of investing in tech, likening it to betting "in a casino." Semiconductor companies are performing well.

三星电子第三季度营业利润同比大幅增长近9倍,营收更是翻倍至195万亿韩元(约合1450亿美元)。随着财报季全面展开,市场关注的焦点在于这些亮眼的业绩能否消除投资者的顾虑。

Samsung's operating profit jumped nearly nine times from a year ago in the third quarter, with revenue more than doubling to 195 trillion won ($145 billion). As the earnings season gets into full swing, the focus is on whether strong results can dispel market concerns.