新兴市场股市走强 AI热潮提振风险偏好

格隆汇
Aug 12
今日新兴市场股市上涨,亚洲芯片股领涨,人工智能基础设施企业亮眼的业绩重燃了市场对科技股的兴趣。在美国通胀数据将于今日晚些时候公布之际,新兴市场货币涨跌互现。MSCI新兴市场股票基准指数上涨1.1%,三星电子、SK海力士和台积电贡献最大。新兴市场货币基准指数上涨0.1%,因美元兑多数主要货币走弱。南非兰特和匈牙利福林领涨,印尼盾和韩元则表现落后。 花旗集团策略师Luis Costa领衔的团队在一份报告中写道,美国通胀数据是交易员“当前最关注的因素”,而“人工智能企业财报浪潮也在持续为风险偏好定调”。他们表示,“霍尔木兹海峡封锁仍是一个现实存在的尾部风险。”

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10