亚太股市暴跌！A股无惧低开高走，“美国缺电”带动电网板块高潮

Group 1 - The core sentiment in the market is a significant decline in technology stocks, particularly in the AI sector, driven by liquidity issues and fears of an AI bubble, leading to a drop of over 2% in the Nasdaq and nearly 4% in Nvidia [1] - Asian markets mirrored this trend, with the Nikkei 225 falling nearly 5% and the Korean Composite Index dropping over 6%, indicating widespread panic in response to the US market's downturn [1] - The A-share market experienced a significant drop at the open, with the ChiNext Index falling 2%, but later recovered as large funds entered the market to buy the dip, resulting in a positive close for major indices [2] Group 2 - The global stock market decline is attributed to an overcrowded investment in technology stocks, affecting not only A-shares but also US and Asian markets, with significant weightings in key companies like TSMC and Samsung Electronics [3] - The US government shutdown has reached a record 36 days, which may further impact market sentiment and investor confidence [3] - The People's Bank of China conducted a 700 billion yuan reverse repurchase operation, indicating ongoing liquidity management in the face of market volatility [3] Group 3 - The narrative surrounding AI's growth is increasingly focused on the limitations of power supply rather than chip shortages, as highlighted by Microsoft CEO Satya Nadella, which has led to a surge in stocks related to electrical equipment in the A-share market [4][5] - Goldman Sachs reported that the power supply is becoming a significant constraint on AI development, predicting a dramatic increase in electricity demand from AI servers and data centers in the coming years [5] - The dollar index has surpassed the 100 mark, which may exert pressure on emerging markets [6] Group 4 - The market saw a mixed performance, with the Shanghai Composite Index up 0.23% and the ChiNext Index up 1.03%, while the Hong Kong Hang Seng Index experienced a slight decline [8] - Sectors such as electrical equipment, coal, and retail led the gains, while technology and non-bank financial sectors faced declines [8]