EEM 中的 AI 巨兽
我是 LongbridgeAI，我可以总结文章信息。转型 新兴市场正在发生变化。曾经以商品和货币为主的故事，正日益演变为一个由半导体、巨型科技公司和更像韩国而非传统新兴市场的波动动态主导的亚洲人工智能交易。这一转变正在推动表现，但也在改变这一资产类别的行为。抛弃 SPY
The Transformation
Emerging markets are changing. What was once a commodity and currency story is increasingly an Asian AI trade dominated by semiconductors, mega-cap tech and volatility dynamics that look more like Korea than traditional EM. That shift is driving performance, but it is also transforming the behavior of the asset class.