سجلت الأسهم الهندية خسائر في الجلسات الأخيرة، في حين حققت الأسواق في البلدان المجاورة مكاسب. وينبع هذا التباين من الارتفاع العالمي في الإنفاق على الذكاء الاصطناعي، والذي عزز من أداء الشركات المصنعة للرقائق في مناطق أخرى من آسيا.
قام المستثمرون الأجانب بتحويل رؤوس الأموال نحو الشركات ذات الانكشاف المباشر على الذكاء الاصطناعي، بما في ذلك شركتا سامسونج للإلكترونيات وإس كيه هاينكس. وقد استفادت هذه الشركات من أرباح مؤسسية أقوى مرتبطة بالطلب على أشباه الموصلات.
من إعداد الذكاء الاصطناعي صورة مولدة بواسطة الذكاء الاصطناعي
Asian stocks climbed higher on Monday, led by companies focused on artificial intelligence, despite escalating concerns over Middle East stability. Oil prices jumped after President Donald Trump rejected Iran's response to a US peace proposal as unacceptable. The developments come amid a 10-week-old conflict between the two nations.
Asian stocks experienced a slight retreat from their recent peaks following a downturn in Wall Street markets. The decline was influenced by a subdued investor response to Nvidia's latest earnings report. Despite the pullback, Asian equities have outperformed global benchmarks throughout the year.
من إعداد الذكاء الاصطناعي
Investor jitters are growing in the US as AI reshapes expectations, but China's markets have so far reacted with caution rather than panic. Artificial intelligence is already reshaping industries and markets, even though artificial general intelligence (AGI) has yet to be achieved. China's tech stocks have largely held steady amid recent domestic AI advancements.
Indian defence stocks have demonstrated resilience in the face of global market volatility, surpassing the performance of the Nifty index. Investors anticipate higher defence expenditures driven by rising tensions in West Asia and India's neighbourhood. Firms focused on defensive and offensive systems are drawing notable investor attention.
من إعداد الذكاء الاصطناعي
Following initial market shocks from West Asia conflict, Indian equities saw major foreign investor outflows and remain volatile amid rising oil prices. FPIs withdrew $751.4 million on March 2—the largest daily pullout in four months—with markets resuming post-Holi holiday on March 4 under continued pressure.
BNP Paribas analyst Kumar Rakesh has cautioned investors against viewing largecap Indian IT stocks as a straightforward value play. He points to weak FY27 guidance, AI-led disruptions, and stalled client spending as major challenges. Buybacks and dividends offer some support, but earnings risks remain high.
من إعداد الذكاء الاصطناعي
Billionaire investor Paul Tudor Jones says the current AI-driven rally in global markets could last another year or two. He drew parallels to the early dominance of Microsoft and the commercialization of the internet. At the same time, he warned of a possible sharp downturn resembling the aftermath of the dot-com bubble.