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韩国AI宠儿成美国中期选举最大受害者South Korea’s AI Darlings Become Big Casualty of US Midterm Vote

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韩国综合股价指数下跌,芯片制造商股价暴跌,原因是担心民主党在美国中期选举中表现强劲,将导致对人工智能行业的监管加强。

Korea’s Kospi Index slid as shares of chipmakers plunged on concern that a strong showing by Democrats in the US midterms would lead to greater scrutiny of the artificial intelligence industry.

基准指数一度下跌多达3.7%,抹去早盘涨幅。三星电子和SK海力士股价各下跌至少4%,成为最大拖累。

The benchmark slumped as much as 3.7%, erasing an early gain. Shares of Samsung Electronics Co. and SK Hynix Inc. were down at least 4% each to be the biggest drags.

投资者认为,民主党表现强劲可能对高增长科技和人工智能公司构成潜在挫折,因为担心这会为美国数据中心扩张制造障碍。这将给韩国、台湾和日本的芯片制造商及其他硬件供应商的需求前景蒙上阴影,这些国家是美国人工智能建设的关键参与者。

Investors see a strong performance by Democrats as a potential setback for high-growth technology and AI firms amid concern it could create hurdles for US data-center expansion. That would cloud the demand outlook for chipmakers and other hardware suppliers in South Korea, Taiwan and Japan, key players in the American AI buildout.

日本日经225指数下跌3.6%,台湾股市基准指数下跌约2.5%。

Japan’s Nikkei 225 was down 3.6% while Taiwan’s stock benchmark lost about 2.5%.

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