【新兴市场股市受AI抛售潮与油价拖累继续下挫】新兴市场股市连续第四周收跌，投资者持续撤离AI相关持仓；油价上涨加剧通胀担忧，进一步打压风险偏好。明晟新兴市场指数一度下跌0.8%，至1562.47点，创三个月新低，延续周四2.5%的跌幅。该指数即将迎来七个月以来持续最久的周线连跌。马来亚银行外汇策略师Shaun Lim表示，当前风险资产主要受两大因素影响：AI板块情绪转弱以及油价上行。两者走势未必同步，但叠加效应会放大市场波动。周五布伦特原油交投于每桶114美元附近，本周涨幅接近4%。
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