2026年，新兴市场股票迎来多年来最强开局，升至2021年以来最高，市场看好亚洲在人工智能领域的地位上升，推动该地区科技股大涨。

　　MSCI的发展中国家指数新年首个交易日上涨1.7%，达到自2021年2月以来最高。与此同时，相应的货币指数则持平。

　　股市上涨凸显投资者对与人工智能相关资产的热情，AI主题年初主导全球股市叙事。科技股领涨，上涨2.8%，得益于新上市公司和技术相关进展带来的兴奋情绪。

　　“投资者对美国经济增长和人工智能持仓过重，他们正在寻找那些估值可能更低、或者在上一轮周期中表现不突出的领域，”Strategas Securities高级ETF策略师Todd Sohn表示，“新兴市场正好符合这一需求。”

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