iShares Asia ex-JP(03010.HK) +2.18%, BOK flags AI capex slowdown risk

NewTimeSpace News:As of 11:29 HKT on October 28, 2026, iShares Asia ex-Japan(03010.HK) rose 2.18% intraday to HK$84.420 on turnover of HK$132 million and a turnover rate of 0.42%.

NewTimeSpace understands that iShares Asia ex-Japan(03010.HK), managed by BlackRock Asset Management North Asia Limited, tracks the MSCI AC Asia ex Japan Index, covering large and mid-cap stocks in mainland China, Hong Kong, China's Taiwan region, Korea, India and Southeast Asia. As of 11:29 HKT on October 28, the ETF had assets of HK$30.78 billion, a net asset value of HK$83.013 per unit, a dividend yield of 0.92% and a board lot of 100 shares.

On the news front, according to a Bank of Korea report, Korean semiconductor exports could be US$50 billion to US$100 billion lower than previously forecast if major US technology companies slow AI infrastructure investment next year.

Goldman Sachs said artificial intelligence has become an extremely powerful force in global financial markets, and semiconductor stocks now influence volatility across asset classes far more than oil prices do.