台积电、阿里、三星撑起新兴市场股市涨势
Odaily星球日报讯 新兴市场股票本周连续第三个交易日上涨，科技公司延续强劲涨势，并受到市场对人工智能相关硬件与服务需求提升的乐观情绪支撑。基准 MSCI 新兴市场指数上涨 0.7%，本月累计涨幅已超过 7%。其中，台积电、阿里巴巴以及三星电子三只股票合计贡献了该指数 105%的涨幅，这意味着如果没有这三只股票的拉动，该指数整体实际上将处于下跌状态。自 4 月初以来，芯片制造商一直领涨市场反弹，企业盈利上调在很大程度上抵消了伊朗战争引发的通胀担忧。尽管信息技术板块周四上涨 1.4%，但公用事业、能源和工业等板块下跌，凸显出亚洲科技股与其他新兴市场行业之间的明显分化。(金十)
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