9月14日，SK海力士盘前下跌6.22%，报178.0美元/股，成交额1607.32万美元。
消息面上，Anthropic、OpenAI、xAI三大人工智能巨头齐声呼吁放慢先进模型开发速度，引发AI产业链全线抛售。半导体板块集体承压，美光跌超4%、英特尔跌超5%、英伟达跌超2%。韩股市场中SK海力士一度跌超6%，三星电子跌近4%，软银集团一度大跌超12%。
此外，SK海力士近日期权市场连续出现大规模偏空大单，机构资金通过熊市看涨价差等策略押注上行空间受限。竞争层面，长鑫存储二季度利润率反超SK海力士等巨头，叠加其激进扩产计划，市场对全球DRAM竞争格局生变的担忧升温。SK海力士工会将于9月15日至16日就薪资协议进行投票，劳资不确定性亦构成短期扰动。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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