民主党在国会的席卷推动了亚洲的轮动交易，因对人工智能建设的担忧拖累芯片制造商股价，同时提振了汽车和消费品公司。
The Democratic sweep of Congress fueled rotation trade in Asia, dragging down shares of chipmakers on concerns over the AI buildout while lifting auto and consumer goods makers.
重量级存储芯片制造商三星电子公司和SK海力士公司周四各下跌超过6%，导致韩国基准指数Kospi下跌逾4%。与此同时，包括丰田汽车公司和本田汽车公司在内的汽车制造商各上涨约5%，帮助日本东证指数Topix上涨1%，以及优衣库母公司迅销公司等其他消费品股也表现良好。
Heavyweight memory-chip makers Samsung Electronics Co. and SK Hynix Inc. sank more than 6% each Thursday, pulling down South Korea’s benchmark Kospi more than 4%. Meanwhile, automakers including Toyota Motor Corp. and Honda Motor Co. rose around 5% each, helping lift Japan’s Topix to a 1% gain, along with other consumer names like Uniqlo owner Fast Retailing Co.
在民主党在中期选举中利用选民对人工智能的担忧后，关于数据中心建设可能延迟的担忧日益加剧。除了对科技股下跌的防御性操作外，投资者还涌向汽车制造商，视其为可能受特朗普总统关税回撤惠及的受益者。
Worries are mounting over potential delays in data center construction after Democrats played to voters’ AI fears in midterm elections. In addition to defensive moves on the tech stock drop, investors also flocked to automakers as potential beneficiaries of any pullback in President Donald Trump’s tariffs.
“我们正看到从芯片制造商中明显的轮动持续，”KCM Trade首席市场分析师Tim Waterer说。“市场正在惩罚那些最容易受到潜在监管逆风影响的板块，即半导体行业。”
“We’re seeing a clear continuation of the rotation out of chipmakers,” said Tim Waterer, chief market analyst at KCM Trade. “The market is penalising the parts of the market most exposed to potential regulatory headwinds, namely the semiconductor sector.”