【韩、台股市飙升助亚洲新兴市场股指创17年最大涨幅】周五亚洲新兴市场股指录得逾17年来最大单日涨幅,因韩国和中国台湾股市大涨,且市场对人工智能相关支出的疑虑有所缓解。MSCI亚洲新兴市场指数上涨约7%,亚洲新兴市场科技指数上涨逾13%,均创下自2008年10月下旬以来的最大单日涨幅。不过,这两个指数本月迄今仍分别下跌了5%和14%。微软和亚马逊昨晚公布的财报表现强劲,其业绩展望也缓解了市场对巨额人工智能相关支出的担忧。“我们认为,微软关于资本支出持续增长以及2027财年预计将实现正自由现金流的展望,可能有助于缓解市场对AI基础设施类股票的担忧,”野村证券分析师写道。
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