<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>由彭博社宏觀策略師西蒙·懷特撰寫，商品和新興市場股票正在突破之前的長期區間，顯示出投資者越來越傾向於從美國大型股中進行多元化投資，而這些大型股則是單靠人工智能熱潮推動上漲。美國股票在週四經歷了一個糟糕的交易日，跌幅達到 1.7%，是一個多月以來最大的單日跌幅。市場一直受到人工智能驅動的過度興奮的影響</p>

Hedges For AI Mania Are Breaking Out To Higher Prices

- 大宗商品和新興市場股票突破長期區間。  
- 投資者正尋求多元化，減少對美國大型股的依賴。  
- 美國股票週四下跌 1.7%，為一個多月以來最大單日跌幅。  

針對人工智能狂熱的對沖工具價格正在上漲