智通财经APP获悉，芯片股午后跌幅扩大，截至发稿，上海复旦(01385)跌8.11%，报47.6港元；兆易创新(03986)跌5.76%，报353.4港元；华虹半导体(01347)跌5.81%，报87.5港元；ASMPT(00522)跌5.26%，报102.7港元；中芯国际(00981)跌4.33%，报61.8港元。
消息面上，据华尔街见闻报道，随着美以对伊朗的打击导致部分发展中国家的股票和货币下跌，曾大举买入新兴市场股票的对冲基金正急于重新评估其头寸。热门的芯片股台积电、三星和海力士也面临重估风险。周二，SK海力士、三星电子股价跌幅扩大至近10%。
值得注意的是，SK海力士150亿美金追投，打响全球存储扩产第一枪。开源证券认为，受AI需求增长及洁净室空间受限影响，存储芯片正全面进入“卖方市场”。为应对当前供应瓶颈，以及抢跑AI驱动下新一轮需求高点，主动扩产或已成为头部厂商的必然选择，海力士大规模追投将成为全球存储扩产的明确信号。
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