<div id="readability-page-1"><div><div><p><em>Authored by Simon White, Bloomberg macro strategist,</em></p><p><strong>Commodities and EM stocks are breaking out of their previous long-term ranges,</strong> in a sign investors are increasingly seeking to diversify away from US large-caps, which are single-handedly being driven higher by AI mania.</p><p>US stocks had a sickly day Thursday, dropping 1.7% in their biggest daily fall for over a month. <strong>The market has been in the grip of AI-fueled exuberance,</strong></p></div></div></div>

<p>由彭博社宏观策略师西蒙·怀特撰写，商品和新兴市场股票正在突破之前的长期区间，显示出投资者越来越倾向于从美国大型股中进行多元化投资，而这些大型股则是单靠人工智能热潮推动上涨。美国股票在周四经历了一个糟糕的交易日，跌幅达到 1.7%，是一个多月以来最大的单日跌幅。市场一直受到人工智能驱动的过度兴奋的影响</p>

Hedges For AI Mania Are Breaking Out To Higher Prices

- 大宗商品和新兴市场股票突破长期区间。  
- 投资者正寻求多元化，减少对美国大型股的依赖。  
- 美国股票周四下跌 1.7%，为一个多月以来最大单日跌幅。  

针对人工智能狂热的对冲工具价格正在上涨