受美股科技股遭遇抛售冲击，投资者因担忧美国中期选举民主党包揽参众两院后的人工智能监管前景而撤离该板块，日本股指期货指向低开。
Japanese equity futures are pointing to declines following a tech stock rout in the US as investors exited the sector over concerns about the artificial intelligence trade after a Democratic sweep of both chambers of Congress in the US midterm elections.
截至东京时间上午8点02分，芝加哥商品交易所12月到期的日经225指数期货报57,255.00点，周四日经225指数现货收于61,077.90点。
The Nikkei 225 Stock Average futures expiring in December on the Chicago Mercantile Exchange traded at 57,255.00 as of 8:02 a.m. Tokyo time. That compares with 61,077.90 at Thursday’s close for the underlying index.
三井住友DS资产管理首席市场策略师市川雅浩表示，预计将出现以AI和半导体相关股为主导的全面下跌，内需股和防御性股票跌幅相对较小。他说：“尽管民主党在两院均赢得多数，但不代表民主党提案必然通过。市场担心的很可能是州一级的监管。”“目前尚未到那一步，但如果‘AI投资放缓将冲击美国乃至全球经济’的观点增强，资金可能会更大规模地从股市流向债市。”
There will likely be broad losses led by AI and semiconductor-related stocks, with domestic-demand and defensive stocks falling relatively less, said Masahiro Ichikawa, chief market strategist at Sumitomo Mitsui DS Asset Management. “Even though Democrats won majorities in both chambers, it doesn’t necessarily follow that Democratic proposals will pass. What the market is wary of is probably regulation at the state level.”“It hasn’t reached that point yet, but if the view strengthens that a slowdown in AI investment will affect the US and global economy, there could be a stronger shift from stocks to bonds,” he added.
美股芯片股重挫，科技股早盘恐承压。纳斯达克100指数暴跌6.4%，市值蒸发2.3万亿美元，创纪录最大单日跌幅；费城半导体指数暴跌逾12%。
Technology shares may come under pressure this morning after US chip stocks were battered. The Nasdaq 100 Index sank 6.4%, wiping out $2.3 trillion in market value, the most on record. The Philadelphia Semiconductor Index slumped more than 12%.