English Title:
Tech stocks lead rout after US inflation fuels rate hike bets

中文标题：
美国通胀率上升后,技术库存领先

English Content:
Asian stocks plunged Thursday as tech firms suffered another painful rout after forecast-topping US inflation data fuelled expectations the Federal Reserve will have to ramp interest rates higher. Seoul and Tokyo again bore the brunt of the selling as traders bailed out of once-imperious chipmakers, though the selling was heavy across most of the region, tracking sharp losses on Wall Street. Markets, already struggling with concerns about the outlook for the AI investment boom, were stung after data showed the US consumer price index hit 3.7 percent in September, sharply up from the previous month and more than the 3.6 percent forecast. The reading is the highest in five months and was largely driven by a surge in energy costs caused by the Iran war, with Tehran effectively choking off the Strait of Hormuz, through which a fifth of global crude passed. Gasoline costs accounted for more than half of the monthly CPI jump, surging 9.1 percent in September. The figures will put pressure on the Fed to hike rates at least once more, following September's lift, with the bank's decision due on October 28, a week before the US midterm elections. Bets on a second successive hike rose after the release. There is now a 37.1 percent chance officials will announce a 25-basis-point increase this month, according to CME Group's FedWatch tool. The probability was around 22 percent before the data. "This CPI report is a headache for the Fed, which had been indicating a willingness to pause this month," said Neil Wilson at Saxo Markets, referring to several board members who had suggested they favoured a go-slow approach to assess last month's lift. "Markets too had all but priced out a hike later this month but repriced for the Fed to move a bit quicker after US inflation came in a little hotter than expected." - December lift 'fully priced' - Pepperstone's Chris Weston wrote: "Further evidence of right-tail inflation risk in the US has reinforced the higher-for-longer rates narrative, with sellers emerging across risk assets and interest rate-sensitive equities coming under renewed pressure. "The breadth of price pressures across the CPI basket has been particularly concerning, challenging a market desperately in need of evidence of disinflation." He said "a December hike is now effectively fully priced", adding that there was also a 66 percent probability of a January lift. Tech firms -- which rely on borrowing to fund their huge AI investments -- led the losses Thursday, tracking their counterparts in New York.

中文正文：
亚洲股本在星期四暴跌, 科技公司在预测美国通货膨胀数据上扬后, 首尔和东京再次首当其冲地承受了销售的重担,因为贸易商从一度繁琐的芯片制造者手中抢救出来,尽管大部分地区的销售量沉重,追踪着华尔街的锐减. 美国消费物价指数在9月达到3.7%, 与上个月相比大幅上升, 超过3. 6%的预测, 读数是五个月来最高的, 主要是伊朗战争造成的能源成本暴涨, 德黑兰实际上扼杀了霍尔木兹海峡, 汽油成本占每月消费物价指数跳跃的一半以上,9月份上升了9.1%。 这些数字将迫使美联储在9月升起后至少再次提高利率,银行的决定应在10月28日,即美国中期选举前一周。 赌注连续第二次登山 释放。 根据CME集团的FedWatch工具, 现在有37.1%的官员可能宣布本月增加25个基点。 在数据之前,概率约为22%。 “这份消费物价指数报告对美联储来说是头痛, 美联储本月一直表示愿意暂停, “本月晚些时候,市场也不得不涨价,但美联储在美联储的通货膨胀比预期的要快一点。 ”12月,佩珀斯通(Pepperstone)的克里斯·韦斯顿(Chris Weston)写道 : “ 美国右尾通胀风险的进一步证据强化了利率上升的描述,销售商在风险资产和利率敏感股票之间出现新的压力。 “整个消费物价指数篮子的价格压力特别大, 他说,“12月的登山已经有效定价了”,他补充说,1月的概率也达到了66% 举起 技术公司 -- -- 依靠借贷来资助其庞大的AI投资 -- -- 导致了星期四的损失,跟踪纽约的同行.