在AI泡沫恐惧下,对冲基金出售了日本和香港技术股票,在日本银行升息之前引发市场下跌。 Hedge funds sold Japanese and Hong Kong tech stocks amid AI bubble fears, sparking market declines ahead of a Bank of Japan rate hike.

对冲基金上周在日本和香港减少了技术股票持有量,因为日本和香港对估值膨胀和AI泡沫风险的潜在担忧,引发了日本银行升息前的卖出。 Hedge funds reduced tech stock holdings in Japan and Hong Kong last week amid concerns over inflated valuations and potential AI bubble risks, triggering sell-offs ahead of a Bank of Japan rate hike. 日本的Nikkei公司下跌了1%以上,半导体指数下跌了5%以上,而香港市场由于经济数据薄弱和财产部门的担心而疲软。 Japan’s Nikkei dropped over 1%, the semiconductor index fell more than 5%, and Hong Kong markets weakened on weak economic data and property sector fears. 基金增加了日本的空头，退出香港的多头，并转向工业、金融和材料类股票。 Funds increased shorts in Japan, exited longs in Hong Kong, and shifted toward industrial, financial, and materials stocks. 亚洲是全球净销售最多的区域,中国股票在过去五个星期中的四个星期里都受到压力。 Asia was the most net-sold region globally, with Chinese equities under pressure for four of the past five weeks.