全球投资者正从新兴亚洲的主要市场撤资。自战争开始以来,外国人已从印度撤出了约 13 亿美元,印度的 AI 相关风险敞口较为有限。与此同时,以芯片产业为主的中国台湾省和韩国出现了更大规模的资金外流——本周韩国流出 16 亿美元,台湾则流出约 79 亿美元。
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