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全球AI抛售加剧,台湾股市面临回调风险Taiwan Stocks Heads for Correction as Global AI Selloff Deepens

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随着全球人工智能股票抛售加剧,台湾股市基准指数正面临进入技术性回调的边缘。

Taiwan’s stock benchmark is on the verge of entering into a technical correction as the global selloff in artificial intelligence stocks deepens.

台股加权指数周五一度下跌3.5%,创下自8月25日以来的最低水平。该指数自10月6日创下的历史高点以来已下跌逾10%,投资者担忧借贷成本上升、人工智能巨额支出以及部分不及预期的财报。

The Taiex Index fell as much as 3.5% on Friday to its lowest level since Aug. 25. The gauge has dropped more than 10% from its record high hit on Oct. 6, as investors worry about higher borrowing costs, massive AI spending and some weaker-than-expected earnings.

此次抛售凸显了围绕人工智能交易的焦虑有多深。台湾拥有更广泛的科技供应链,许多投资者认为,与韩国相比,它是玩这一主题的更高质量方式。即便如此,这一区别也未能使台股免于接近回调。美国隔夜又一轮令人失望的财报加速了资金从人工智能股票转向国债等避险资产。

The selloff shows just how deep the angst around the AI trade has become. Taiwan, with its broader technology supply chain, is seen by many investors as a higher-quality way to play the theme than South Korea. Even that distinction hasn’t spared the Taiex from nearing a correction. Another round of disappointing earnings in the US overnight accelerated the rotation out of AI stocks and into havens such as Treasuries.

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