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進入中英對照讀新聞》BlackRock flags AI concentration risk in Korea, Taiwan, cuts EM outlook 貝萊德警告南韓與台灣存在人工智慧集中風險，並下調新興市場展望
貝萊德表示，南韓和台灣股市的投資風險正在上升。（歐新社）
◎盧永山
BlackRock, the world’s largest asset manager, said investment risks in Korean and Taiwanese stocks are rising, citing concern that concentration in corporations tied to AI could shake the markets.
全球最大資產管理公司貝萊德表示，南韓和台灣股市的投資風險正在上升，理由是市場資金過度集中於人工智慧（AI）概念股，恐將引發股市震盪。
BlackRock downgraded its view on emerging-market equities to "neutral" from "overweight," pointing to growing concentration in corporations related to AI.
貝萊德將新興市場股票評級由「增持」下調至「中性」，並指市場資金越來越集中於AI概念股。
The downgrade came after emerging-market stocks logged their biggest weekly drop since early March in the wake of last week’s tech sell-off and expectations of a more hawkish tilt by the U.S. Federal Reserve.
貝萊德是在上週科技股遭到拋售，加上市場預期美國聯準會（Fed）將更傾向鷹派立場，新興市場股市創下3月初以來單週最大跌幅後，調降新興市場股票評級。
"When multiple markets are tied to the same AI value chain, simple geographic diversification cannot reduce concentration risk," BlackRock said, adding, "Reflecting this concentration risk, we downgraded our view on emerging-market equities overall."
貝萊德表示：「當多個市場都綁定在同一個AI產業鏈時，單純的地理多樣化已無法降低集中風險。為了反映這種集中風險，我們下調對新興市場股票的整體評級。」
新聞辭典
hawkish：形容詞，鷹派的、強硬派的。例句：The president is hawkish on foreign policy.（總統在外交政策上十分強硬。）
downgrade：動詞，降級、降職、貶低。例句：Her condition was downgraded from critical to stable last night. （她的病情昨晚由危急轉為穩定。 ）
