AI交易“黑天鹅”突袭！刚刚全线大跌！

Market Overview - The US stock market is experiencing a significant sell-off, particularly in technology stocks, with major indices in Japan and South Korea opening lower, including a 2.72% drop in the KOSPI index [2] - AI-related stocks in Japan and South Korea are broadly declining, with SoftBank Group falling over 7% and Fujikura dropping more than 6% [2] - The cryptocurrency market is also facing a downturn, with Bitcoin and other major cryptocurrencies dropping over 2%, leading to a total liquidation of $271 million in the past 24 hours [2] Oracle and OpenAI Data Center - Oracle has delayed the delivery of the OpenAI data center from 2027 to 2028 due to labor and material shortages, negatively impacting market sentiment [2] - An Oracle spokesperson stated that all contractual milestones are on track and there are no delays in fulfilling commitments to OpenAI [3] Japanese Central Bank's Interest Rate Decision - The Bank of Japan is expected to raise interest rates by 25 basis points in its upcoming meeting, marking the first increase since January [3][4] - A Bloomberg survey indicates that all respondents anticipate a rate hike, with a 90% probability of an increase to 0.75% [4] - The focus of investors has shifted from whether to raise rates to the guidance provided by the Bank of Japan's governor regarding future monetary policy [5]