Asian stock markets are likely to open lower. Over the weekend, leading AI company executives called for a slowdown in cutting-edge model research and development. Stock indexes with high hardware weight are at greatest risk. Regional stock index futures initially rose, but this optimism may subside as spot trading opens. SK Hynix perpetual contracts on the Hyperliquid platform fell sharply on Sunday, sounding a wake-up call for the Asian AI infrastructure sector. Nasdaq 100 futures underperformed S&P 500 futures in early Monday trading, and major Asian indices are likely to have an unfavorable start. Large-scale AI capital expenditure has always been the core driving force for profitable growth and excess revenue in the Asian AI industry chain. Regardless of whether concerns about a slowdown in capital expenditure are reasonable, investors are likely to reduce their risk exposure first and then evaluate fundamentals. As a result, the Korea Composite Index and Nikkei Index will face a pressurized trading day. Another negative factor for technology stocks on Monday was the sharp rise in crude oil. Brent crude oil rose more than 2%, which made it difficult to boost overall risk appetite.

Asian stock markets are likely to open lower. Over the weekend, leading AI company executives called for a slowdown in cutting-edge model research and development. Stock indexes with high hardware weight are at greatest risk. Regional stock index futures initially rose, but this optimism may subside as spot trading opens. SK Hynix perpetual contracts on the Hyperliquid platform fell sharply on Sunday, sounding a wake-up call for the Asian AI infrastructure sector. Nasdaq 100 futures underperformed S&P 500 futures in early Monday trading, and major Asian indices are likely to have an unfavorable start. Large-scale AI capital expenditure has always been the core driving force for profitable growth and excess revenue in the Asian AI industry chain. Regardless of whether concerns about a slowdown in capital expenditure are reasonable, investors are likely to reduce their risk exposure first and then evaluate fundamentals. As a result, the Korea Composite Index and Nikkei Index will face a pressurized trading day. Another negative factor for technology stocks on Monday was the sharp rise in crude oil. Brent crude oil rose more than 2%, which made it difficult to boost overall risk appetite.