据高盛一份主经纪商备忘录显示，全球对冲基金本周遭受重创，因大量AI押注剧烈平仓，亚洲聚焦基金受创最为严重。
Global hedge funds suffered steep losses this week, according to a Goldman Sachs prime brokerage note, battered by the violent unwind of a swathe of AI bets, with Asia-focused funds hit the hardest.
随着高企的通胀使借贷成本保持高位，投资者越来越质疑巨额AI支出何时能够回报。
Investors are increasingly questioning whether massive AI spending can pay off anytime soon as elevated inflation keeps borrowing costs high.
高盛表示，全球基本面多空基金，即选股基金，本周每一天都亏损，截至10月15日这一周的亏损达2.9%。不过，截至目前，它们今年以来仍有14.3%的收益。
Global fundamental long-short funds, or stock pickers, lost money every single day this week, Goldman Sachs said, with losses for the week to October 15 coming to 2.9%. For the year to date, though, they have gains of 14.3%.
周三，各类策略的对冲基金均大幅回撤，全球选股基金下跌0.9%。其中，亚洲聚焦经理人下跌2.6%，科技聚焦基金下跌2.0%。全球系统性多空经理人和多策略基金也下跌了大约1%。
On Wednesday, hedge funds across strategies retreated sharply, with stock pickers globally losing 0.9%. Among them, Asia-focused managers were down 2.6%, while tech-focused funds were off 2.0%. Global systematic long-short managers and multi-strategy funds also declined roughly 1%.
本周高于预期的美国通胀数据加剧了对进一步加息的预期，也助长了半导体及AI供应链股票的抛售。
Hotter-than-expected US inflation data this week that increased expectations of further rate hikes also fuelled the selloff in semiconductor and AI supply chain stocks.
高盛表示，“从新冠疫情到2025年底，三大广泛策略从未在同一天下跌超过80个基点”，并补充称，这种情况今年已发生三次，分别在2月4日、7月28日和10月15日。
"From COVID through end-2025, all three broad strategies never fell more than 80bps on the same day," Goldman Sachs said, adding that this has now occurred three times this year, on February 4, July 28 and October 15.
半导体权重较高的市场承受了抛售的主要冲击。韩国基准KOSPI指数周四暴跌8%，收于六个月低点，而台湾股市也下跌了3%以上。
Semiconductor-heavy markets bore the brunt of the selloff. South Korea's benchmark KOSPI (.KS11) tumbled 8% to close at a six-month low on Thursday, while Taiwan stocks also lost more than 3%.
据高盛称，亚洲聚焦选股基金本月前半月已亏损6.8%，抹去了其6月底高点以来超过一半的涨幅，当时它们今年以来的涨幅超过40%。
Asia-focused stock pickers have lost 6.8% for the first half of this month and have erased more than half of the gains from their late-June peak, when they were up more than 40% for the year, according to Goldman Sachs.