亚洲科技股随 AI 交易动摇而承压

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Oct 13th, 2026

Asia Tech Stocks Are Cracking as AI Trade Wobbles

Here's a glimpse of what's dragging tech and chipmaker stocks down from the US to Asia.

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1. Asia Tech Stocks Are Cracking as AI Trade Wobbles Now Playing

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0:00

Yeah. It's a really interesting kind of follow on of the recent US chip market selling

0:05

into Asia in a really big way. We see Korea breaking the two hundred day moving

0:09

average, Taiwan finally cracking under the pressure. Taiwan's been very resilient because of the breadth of

0:14

that market across the AI supply chain. Now that's cracking as local... Locals find themselves overleveraged.

0:21

They've taken a lot of margin risk. It's at record highs, and now they're getting this

0:25

very sharp drawdown. It really reflects the Korean market as well. Koreans, the foreign, Koreans are

0:30

left holding the bag a little bit here when the foreigners have been selling almost a

0:34

38 billion in the last 12 months. So the fact that the market can't hold this level

0:40

means that locals are running out of firepower. And we are seeing that kind of leak

0:44

now into the Chinese market, which has been resilient because it's a completely different AI ecosystem.

0:50

But now you're seeing kind of valuations come off across the supply chain. So since Chinese

0:55

technology is lagging the US, naturally, they are going to suffer as well. And we see

0:59

the ChiNext down almost a third from the highest. So damage across the board. So

1:03

what is rallying? It's it's financials. It's consumers. It's, to a limited extent, some of the

1:09

Chinese Internet plays reflecting some of the dynamics we saw in The US where we saw

1:13

defensives and cyclicals outperform. Hyperscalers really taking the lead here. And now the biggest risk

1:20

for markets is will Meta's Muse and other hyperscaler AI products start to overtake OpenAI and

1:26

Anthropic and really dent this AI CapEx story here.

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