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受美国2.3万亿美元市值蒸发拖累,香港及中国内地科技股领跌Tech stocks lead declines in Hong Kong, mainland China on US$2.3 trillion carnage in US

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由于担心民主党掌控的国会可能会颠覆人工智能基础设施建设,香港和中国内地股市周五下跌,跟随了美国科技公司市值蒸发超过2万亿美元的股市崩盘行情。

Stocks in Hong Kong and mainland China dropped on Friday, tracking a meltdown in US technology companies that erased more than US$2 trillion in market value on concerns that a Democrat-controlled Congress could upend AI infrastructure buildouts.

截至上午9点32分,恒生指数下跌1.5%,至24458.68点,恒生科技指数大跌2.1%。

The Hang Seng Index fell 1.5 per cent to 24,458.68 by 9.32am, while the Hang Seng Tech Index slumped 2.1 per cent.

中国内地沪深300指数下挫1.8%,科创板50成份指数暴跌3.5%,该指数重仓了人工智能芯片制造商。

The mainland’s CSI 300 Index sank 1.8 per cent and the Star 50 gauge, which has a big exposure to AI chipmakers, tumbled 3.5 per cent.

韩国综合股价指数(Kospi)权重主要集中在人工智能数据中心所需存储芯片的制造商上,该指数暴跌超过7%。

South Korea’s Kospi index, which is heavily weighted towards makers of the memory chips used in AI data centres, plunged more than 7 per cent.

美国纳斯达克100指数周四经历了自2020年3月以来最糟糕的单日表现。该指数暴跌6.4%,市值蒸发2.3万亿美元。

America’s Nasdaq-100 Index endured its worst single-day performance since March 2020 on Thursday. The gauge plunged 6.4 per cent, erasing US$2.3 trillion from its market capitalisation.

新当选的得克萨斯州民主党籍州长吉娜·希诺霍萨本周呼吁立即暂停数据中心建设,美国选民一直将公用事业成本飙升归咎于数据中心。

Newly elected Texas Democratic Governor Gina Hinojosa called this week for an immediate moratorium on data centre buildouts, which US voters have blamed for soaring utility costs.

SPI Asset Management的管理合伙人斯蒂芬·英尼斯表示:“人工智能投资的争论焦点已从半导体需求,转移到是否存在足够的土地、电力和数据中心容量来容纳已经订购的芯片。在所有人了解新的政治格局将会有多大限制之前,市场可能已经在为人工智能建设的严重放缓进行定价。”

“The AI investment debate has shifted from semiconductor demand to whether enough land, electricity and data centre capacity will exist to accommodate the chips already being ordered,” said Stephen Innes, a managing partner at SPI Asset Management. “The market may be pricing a severe slowdown in the AI buildout before anyone knows how restrictive the new political landscape will become.”

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