
如果美国股市最近让人感觉像坐过山车,那么再看看两个对人工智能热潮依赖程度更高的市场。
If the stock market in the U.S. recently feels like a roller coaster, consider two markets even more dependent on the artificial-intelligence boom.
日本日经225指数今日下跌6%,正式进入熊市,较6月高点已跌超20%。
Japan's Nikkei Stock Average dropped 6% today and is now officially in a bear market, having dropped more than 20% from its June peak.
韩国综合股价指数也下跌6%,较高点下跌44%。作为全年带动首尔市场波动的存储芯片制造商SK海力士,股价跌超10%。
South Korea's Kospi index also fell 6% and is down 44% from its peak. Memory-chip maker SK Hynix, whose gyrations have driven the Seoul market all year, fell more than 10%.
萨克索市场首席投资策略师查鲁·查纳纳表示:“大量资金涌入同一投资逻辑,即便预期只是延迟,也能引发过度的市场反应。抛售的速度和广度表明,去杠杆和潜在的强制平仓正在起作用。”
"So much capital has crowded into the same investment thesis, even delays in expectations can trigger outsized market reactions," said Charu Chanana, chief investment strategist at Saxo Markets.
[视频] 市场抛售显示对数据中心的焦虑——以及遏制迹象 《华尔街日报》Heard on the Street专栏作家泰利斯·德莫斯解释了周四的大规模市场抛售——以及为何投资者似乎不认为民主党在中期选举获胜会破坏原本强劲的经济。
"The speed and breadth of the selling suggest deleveraging and potentially forced liquidations are at work." [video] Market Selloff Shows Angst Against Data Centers — and Signs of Containment WSJ Heard on the Street Columnist Telis Demos explains Thursday's massive market selloff — and why it doesn't seem like investors believe the Democrats' midterm victory will derail an otherwise strong economy.