【人工智能增速放缓 韩国综合股价指数和日经指数或将面临资本支出波动】亚洲股市或将低开。上周末头部 AI 企业高管呼吁放缓前沿模型研发，硬件权重较高的股指所受风险最大。区域股指期货起初走高，但随着现货交易开盘，这份乐观情绪或将消退。Hyperliquid 平台上的 SK 海力士永续合约周日大幅下跌，为亚洲 AI 基础设施板块敲响警钟。周一早盘，纳斯达克 100 期货表现弱于标普 500 期货，亚洲各大指数大概率迎来不利开局。大规模 AI 资本开支，一直是拉动亚洲 AI 产业链盈利增长与超额收益的核心动力。无论资本开支放缓的担忧是否合理，投资者很可能会先降低风险敞口，再评估基本面，韩国综合指数、日经指数因此将面临承压的交易日。周一科技股的不利因素还有原油大幅上涨，布伦特原油涨幅超 2%，这难以提振整体风险偏好。
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