金吾财讯 | 部分AI概念股走低，狮腾控股(02562)跌4.44%，创新奇智(02121)跌3.87%，晶泰控股(02228)跌3.74%，汇量科技(01860)跌3.18%，微盟集团(02013)跌2.82%，亚信科技(01675)跌2.70%，快手-W(01024)跌2.74%，心动公司(02400)跌2.83%，阿里巴巴-W(09988)跌2.82%。汇丰银行经济学家在一份报告中表示，人工智能热潮将无法完全抵消全球贸易放缓对亚洲电子产品行业的拖累。虽然目前AI支出热潮没有放缓的迹象，但汇丰银行经济学家表示，一旦美国前置需求的“回报效应”完全显现，明年的全球贸易前景可能会恶化。经济学家Justin Feng等人表示，随着关税相关的通胀打击消费者，终端需求也可能走弱。他们补充说，泰国和马来西亚等电子产品敞口高的市场，其出口增长在2026年可能会出现环比下降。
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