亚洲AI热潮降温，外资以七个月来最快速度撤离日韩股市

Group 1 - The Asian stock market driven by artificial intelligence is facing a reality check as global investors withdraw funds at the fastest pace in seven months due to concerns over high valuations and weakened risk appetite [1] - Foreign investors have pulled nearly $4.6 billion from the South Korean stock market this month, marking the largest monthly outflow since April [1] - In Japan, foreign investors have net sold $2.3 billion worth of domestic stocks as of November 7, marking the first net sell-off in six weeks [1][4] Group 2 - Investors are reassessing the AI boom, particularly the so-called "pick-and-shovel stocks" that supply chips and hardware for the global AI race, which are primarily based in Asia [2] - Concerns over inflated revenue and valuations have emerged, particularly following a series of "circular trades" that have impacted global markets [2] - The South Korean composite stock price index (Kospi Index) has declined after an 84% surge since April, reflecting the shift in investor sentiment [2]