Hedge fund managers and brokers across Asia fielded panicked client calls on Friday after a sharp overnight selloff in US equities revived concern that the unwind of AI bets has further to run, Bloomberg reported. Wealthy clients from Taiwan to Hong Kong faced margin calls on leveraged bets, and some in Hong Kong braced for steep losses on structured notes after being forced to take delivery of shares at a loss. The MSCI Asia Pacific Index fell as much as 5.3%, after a Nasdaq 100 rout on Thursday erased a record $2.3 trillion in market value. South Korea's Kospi plunged as much as 8.8%, triggering a circuit breaker. The selling is driven by expectations that Democrats, now holding both chambers of Congress, will push for tougher AI regulation and slow data center construction. Losses spread across the industry. Hong Kong's Aspex fell 16% in last month's technology rout, Valliance Asset Management's Long-Short Master Fund lost 6.7% in October, and China-focused long-only quant strategies dropped more than 10%, erasing their gains for the year, according to China Merchants Futures. Goldman Sachs prime brokers estimated Asia stock pickers lost 9.4% last month, trimming the year's gain to 14%, while China-focused funds fell 11% in October, leaving 16% for the year. ExodusPoint Capital Management and Millennium Management also suffered losses, AI-focused Value Aligned Research Advisors plunged 33% last month, and Rob Pohly's Samlyn Capital is dismissing senior analysts after cutting exposure to nearly every sector except global financials. Chris McGuire of Eagle's View Capital Management said the moves were as extreme as almost anything he had seen since the dot-com bubble, and that holders concentrated in the same stocks or sectors had created more one-way momentum than in a long time. He said his fund gained an estimated 2.5% or more this month. Hiroyuki Ueno of Sumitomo Mitsui Trust Asset Management said his firm was fielding questions about the selloff from all sides, and that sell-side clients were struggling to explain developments to their customers. Hiroshi Namioka of T&D Asset Management said the market was behaving irrationally, stopping short of calling it outright panic but saying investors found it difficult to see upside. Travis Lundy, a Hong Kong-based independent analyst, said the drop looked more like a position blowout than a fundamental rethinking of the future, with a bad October triggering early-November unwinds that cascaded. A Hong Kong broker said staff worked overtime and the only advice was to exit quickly, though forced-liquidation risk was somewhat reduced after clients were urged weeks earlier to add collateral.

According to Jin10, Saxo Chief Investment Strategist Charu Chanana said in a commentary that it is still too early to declare that the market has entered a bear market after Wall Street fell sharply overnight. She said such declines often reflect investor panic, forced position liquidations and deteriorating market sentiment. Although the selloff has spread across broader markets, the impact is currently concentrated in the artificial intelligence investment cycle, regulatory uncertainty and overly concentrated positions. Chanana said it is more important to watch whether market weakness spreads to corporate earnings, credit conditions, employment and economic growth. She added that an extreme selloff could also create conditions for a market rebound: “Once selling pressure eases, markets may rebound quickly, sometimes even before economic data show a clear improvement.”

According to ChainCatcher, Alpine Linux warned that attackers could bypass SSH password authentication under specific configurations. The project recommends updating OpenSSH and restarting the service.

According to CNBC, Equinix says its smaller data centers may be less exposed as U.S. regulators scrutinize construction tied to the artificial intelligence buildout. Its facilities typically range from 30 to 60 megawatts, while U.S. proposals generally target projects around 100 megawatts, Equinix Asia-Pacific President Cyrus Adaggra said. The company increased capital spending from about $2 billion a few years ago to $7 billion, driven by customer demand, he said. Annualized gross bookings topped $500 million for the first time in the third quarter, up 35% from a year earlier.

元OpenAIの研究者、匿名の半導体研究者、米国大統領、そして元ByteDance社員――経歴や役職に関わらず、彼らは皆、米国株への投資実績から「株式市場の達人」と呼ばれてきた。しかし、この称号は真の投資スキルを証明するものなのか、それとも単なる幸運に過ぎないのだろうか？

According to Jin10, bets on weak employment strengthened ahead of the nonfarm payrolls report, while a 25-basis-point rate hike in December remained the leading outcome at 65.5%; downside risks for gold and silver increased, and the odds of WTI crude returning to $100 rose.

According to Jin10, Citi maintained its previous view that the Bank of Korea is likely to raise rates by 25 basis points in November 2026 and February 2027, despite the decline in South Korea’s KOSPI index.

According to Jin10, Bank of England Governor Bailey said interest rates may be raised again if energy prices remain high.

According to Jin10, Bank of England Governor Andrew Bailey said he disagreed with the claim that endogenous inflation had already emerged.

人工知能、投資、米国株、イーロン・マスク、バークシャー・ハサウェイ、米国株式市場暴落からの教訓：マスクの苦境、バフェットの神格化、K字型ダイバージェンス（ゴールデン・ファイナンス）、米国株式市場の急落、AIナラティブの勢いが衰える、K字型ダイバージェンス下の2つの運命。

Anthropicは、米国におけるPro、Max、Ultraの加入者向けに、Claudeの個人財務機能のベータ版をリリースした。これにより、加入者はPlaidを通じて銀行口座やカード口座を連携させ、支出に関する質問をすることができる。ただし、アクセスは読み取り専用であるため、Claudeが資金を移動させることはできない。

フランスが仮想通貨の課税および報告に関する規則を強化しようとする取り組みは、国民議会が2027年度国家予算案の歳入部分を否決し、上院に送られる法案から以前承認されていた仮想通貨関連の修正案3件を削除したことで、大きな後退を余儀なくされた。

今回の調整を経て、市場は新たな方向性を見出す必要があるかもしれないが、必ず転換点は訪れる。今は、より忍耐強く待つ必要がある。

人工知能、投資、米国株、キャシー・ウッド、米国株は一夜にして数兆ドルが消滅：AIバブルは崩壊したのか？ゴールデン・ファイナンス、米国AI株は魔法のような夜を経験。

S&P500指数は4.4%下落し、昨年4月にトランプ大統領が「解放の日」関税を発表して以来最悪の下げ幅となった。ナスダック指数はさらに悪化し、5.5%下落、時価総額は1日で2兆5000億ドルも減少した。市場は、民主党が政権を握った場合にAI関連規制が導入される可能性を懸念している。

トークン化された預金は、銀行間で送金された後、最終的にどこにその価値が帰属するのだろうか？

バイナンスの創業者であるチャンポン・ジャオ（CZ）氏は、事件後の対応、ユーザー資金と出金状況、そして盗難資金の凍結と追跡においてテザー、サークル、法執行機関、その他の業界関係者から提供された支援について説明した。

ウォール街で有名な調査会社であるシトリニは、再び声明を発表し、「AIインフラ関連の取引に対する最も楽観的な期待は終わった」と述べた。