Evira@evira

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AI sell-off goes global

Wall Street’s sell-off has spread to Asia, with the companies powering the AI boom taking some of the hardest hits. After the Nasdaq fell 5.5%, the S&P 500 lost 4.4% and the Dow dropped 3.4% yesterday, Asian markets came under heavy pressure this morning: 🇯🇵 Japan’s Nikkei fell around 6–7%. 🇰🇷 South Korea’s Kospi plunged as much as 8–9%, triggering a temporary trading halt. 🇹🇼 Taiwan’s Taiex dropped as much as 9%. 🇭🇰 Hong Kong and mainland China saw smaller declines. These are intraday moves, but the pressure across the semiconductor supply chain is clear. Investors are worried that tighter rules around US data centers could slow construction and weaken future demand for chips, memory and power infrastructure. My take: expectations for AI revenues have raced ahead, while the spending required to deliver them is already enormous. When confidence in those expectations shifts, a lot of highly valued companies get repriced together. I remain optimistic about AI’s long-term impact. I see its potential to change how businesses operate. But adoption takes time, and turning adoption into sustainable profits takes longer. For me, the question now is how quickly companies can turn these extraordinary investments into measurable customer value and cash flow. That’s where I’d focus beyond the daily market swings. #China

2d

Evira@evira

팔로우

AI sell-off goes global

Wall Street’s sell-off has spread to Asia, with the companies powering the AI boom taking some of the hardest hits. After the Nasdaq fell 5.5%, the S&P 500 lost 4.4% and the Dow dropped 3.4% yesterday, Asian markets came under heavy pressure this morning: 🇯🇵 Japan’s Nikkei fell around 6–7%. 🇰🇷 South Korea’s Kospi plunged as much as 8–9%, triggering a temporary trading halt. 🇹🇼 Taiwan’s Taiex dropped as much as 9%. 🇭🇰 Hong Kong and mainland China saw smaller declines. These are intraday moves, but the pressure across the semiconductor supply chain is clear. Investors are worried that tighter rules around US data centers could slow construction and weaken future demand for chips, memory and power infrastructure. My take: expectations for AI revenues have raced ahead, while the spending required to deliver them is already enormous. When confidence in those expectations shifts, a lot of highly valued companies get repriced together. I remain optimistic about AI’s long-term impact. I see its potential to change how businesses operate. But adoption takes time, and turning adoption into sustainable profits takes longer. For me, the question now is how quickly companies can turn these extraordinary investments into measurable customer value and cash flow. That’s where I’d focus beyond the daily market swings. #China

2d