异动解读|韩国ETF-iShares MSCI盘中下跌5.21%,AI放缓论冲击韩国存储双雄及算力板块

行情直击
Sep 14

9月14日,韩国ETF-iShares MSCI盘中下跌5.21%,报179.22美元/股,成交额6.44亿美元。

消息面上,OpenAI、Anthropic与SpaceX AI三大巨头罕见联手,集体呼吁放缓AI开发步伐,OpenAI首席执行官Sam Altman确认暂停IPO计划。受此冲击,韩国KOSPI指数当日跌超3%,权重成分股SK海力士跌近6%、三星电子跌超3%;日本软银集团同步暴跌近12%,铠侠跌超8%,AI算力及存储板块全线承压。分析人士指出,AI长期趋势仍值得观察,但短期预期变化可能影响算力、硬件、应用等环节的估值节奏。

EWY旨在追踪MSCI Korea 25/50指数,标的成分主要在韩国证券交易所上市交易,以非必需消费品、金融和科技类公司为主。

(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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