富国银行：将爱彼迎(ABNB.O)目标价从185美元上调至215美元。

Saxo Markets chief investment strategist Charu Chanana says Asian markets are particularly vulnerable in the latest AI-led sell-off. She cites a partial market reappraisal of future US infrastructure demand and overly concentrated investor positions in AI beneficiaries. South Korea and Taiwan are heavily exposed to the global AI hardware cycle, notably logic and memory chips; Japan’s exposure is concentrated in semiconductor equipment makers and industrial suppliers. Chanana says crowded positioning has amplified the shock and the speed and breadth of the sell-off point to ongoing deleveraging and a potential for forced liquidations.

Arm (ARM.O) rose 7.4% pre-market; Qualcomm (QCOM.O) rose 3.4% and the iShares Semiconductor ETF rose 5.9%.