高盛追踪亚太地区领先AI硬件供应商的篮子指数上周下跌11%，为自7月中旬以来的最大单周跌幅，因更广泛的回调冲击了与人工智能投资热潮相关的股票。
A Goldman Sachs basket tracking Asia-Pacific's leading AI hardware suppliers fell 11% last week, its steepest weekly drop since mid-July, as a broader pullback hit stocks tied to the artificial-intelligence investment boom.
高盛追踪亚太地区表现最佳的人工智能硬件供应商篮子指数上周下跌11%，创下自7月中旬以来的最大单周跌幅。该篮子指数涵盖了为该地区AI建设提供芯片、组件和基础设施的公司，常被描述为该行业的“铲子和镐”投资。
A Goldman Sachs basket tracking some of Asia-Pacific's best-performing artificial-intelligence hardware suppliers fell 11% last week, marking its steepest weekly decline since mid-July. The basket groups companies supplying the chips, components and infrastructure behind the region's AI buildout, often described as the sector's "picks-and-shovels" plays.
这一急剧回撤反映了全球市场对AI相关股票情绪的更广泛逆转，在此之前数月，硬件供应商因对持续AI支出的预期而表现优异。投资者对该支出能够持续多久以及该行业当前估值是否能够维持变得更加谨慎。
The sharp pullback reflects a broader reversal in sentiment toward AI-linked stocks across global markets, after months in which hardware suppliers had outperformed on expectations of sustained AI spending. Investors have grown more cautious about how long that spending will continue and whether current valuations in the sector can be sustained.
此次下跌凸显了亚洲科技密集型市场对全球AI情绪变化的敏感度，鉴于该地区在为行业扩张提供硬件方面的核心作用。交易员正在关注该行业主要供应商即将发布的财报，以判断需求是否仍在持续。
The decline underscores how exposed Asia's technology-heavy markets have become to shifts in global AI sentiment, given the region's central role supplying hardware for the industry's expansion. Traders are watching upcoming earnings from the sector's major suppliers for signs of whether demand is holding up.