国中期选举初期计票结果显示，民主党胜选的可能性升高，日本以科技股为主的日经225指数下跌超过4%；部分策略师先前表示，这种情境将对AI类股构成压力。东京市场周二因假期休市。
日经指数下跌4.2%，至60455.95，其中芯片和AI股表现最差，包括Taiyo Yuden、铠侠和Furukawa Electric。东证指数下跌2.8%，至3819.54。
三井住友信托银行投资研究主管Masahiro Yamaguchi表示，全球股市已开始反映民主党占上风将不利AI相关股票的看法。他表示，在海外市场出现类似走势后，周二休市的日本市场似乎出现了一些延后的AI相关部位平仓。
美国大部分地区的投票已经结束，民主党在争取国会多数席次的战役中取得了初步进展。预测网站Kalshi预期，民主党拿下众议院的几率约为99%，赢得参议院的几率也类似，显示民主党可能一举拿下国会两院。
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.