Asian Markets Mixed as Tech Slump Persists Amid US Midterm Focus
Yahoo Finance ·
Asian equities displayed a mixed performance on Monday as investors grappled with last week's technology sector downturn driven by underwhelming earnings and looming US midterm elections. Wall Street giants including Amazon, Alphabet, and Microsoft indicated that capital expenditures, largely directed toward artificial intelligence infrastructure alongside Meta, are on course to exceed $700 billion this year. This aggressive spending fueled concerns over diminishing returns, pushing the Nasdaq down nearly three percent. In Asia, Japanese semiconductor manufacturer Kioxia plummeted over 15 percent following a cautious outlook, while South Korea's Samsung declined more than one percent. Conversely, rival SK hynix gained over one percent and Taiwan's TSMC advanced nearly two percent. Broader market sentiment remained divided, with Tokyo and Sydney closing lower while Seoul, Hong Kong, and Shanghai registered gains.
AI 시장 분석
Asian stock markets showed mixed trends amid the aftermath of sluggish earnings from big tech companies and concerns over massive capital expenditures. In particular, concerns over profitability grew as major firms like Amazon and Microsoft expanded their AI infrastructure investments, causing the Nasdaq to plummet by nearly 3%. On the other hand, oil prices fell by over 2% on reports of potential negotiations with Iran, easing energy cost burdens. Investors continue to experience a volatile market while closely watching the upcoming US midterm election results and major tech earnings announcements.
상승 영향
- Crude Oil — Oil prices dropped by 2.89% on reports of US-Iran negotiation efforts, reducing input cost pressures for refining and chemical companies.
하락 영향
- AI — Stock prices plummeted due to concerns over delayed investment returns as big tech companies poured over 70 billion dollars into AI and data centers.
- Semiconductors — Selling pressure weighed across Asian semiconductors as Kioxia crashed 15% after releasing weak earnings guidance.
DYAX 전담 분석
As this year's AI infrastructure capital expenditures by big tech companies are expected to exceed 70
AI가 생성한 분석으로 투자 자문이 아닙니다.
DYAX Investor Sentiment
Bullish (Long) 30% · Bearish (Short) 70%
378 participants
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