美伊战争威胁基础设施与供应链，亚洲科技股遭受重创
Technology stocks across China, South Korea and Japan have taken a beating as risk-off sentiment sweeps markets amid escalating fears that the US-Iran war may further disrupt tech infrastructure and supply chains.
Hong Kong and Chinese tech stocks have been affected to a lesser degree than their Korean and Japanese peers because of the different levels of exposure to energy and shipping disruptions caused by the Middle East turmoil, analysts said.
In Seoul, the Kospi index sank over 12 per cent...
⚠️ 风险分析 中
摘要：美伊冲突升级引发市场避险情绪，亚洲科技股因供应链中断担忧而普遍下跌。
影响：地缘政治紧张局势通过能源和物流中断威胁全球科技供应链，导致中、日、韩等国科技企业股价承压，市场风险偏好下降。
建议：评估供应链对中东物流及能源的依赖度，制定应急计划，并考虑供应链多元化以分散风险。
「素履以往」
Not the sharpest mind, but the steadiest hand.
Not the sharpest mind, but the steadiest hand.