美股饱受AI焦虑摧残 亚洲芯片制造龙头企业受全球资金追捧

蓝鲸财经
Feb 13

蓝鲸新闻2月13日电,人工智能颠覆行业的恐慌笼罩着华尔街,亚洲股市却“因祸得福”,在行业供应链占据主导地位的区域芯片制造龙头企业受到投资者追捧。2026年以来,MSCI亚太指数累计上涨逾11%,而美国基准股指则下跌,投资者担心AI模型可能威胁软件、法律和房地产服务提供商的业务,相关股票被抛售。标普500指数年内下跌0.2%,以科技股为主的纳斯达克100指数跌幅约为2%。不过周五MSCI亚太指数回落...

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