智通财经APP获悉，周二，芯片股集体大跌，闪迪(SNDK.US)跌逾12%，美光科技(MU.US)跌近12%，希捷科技(STX.US)、西部数据(WDC.US)、高通(QCOM.US)跌逾8%，阿斯麦(ASML.US)跌逾7%，英特尔(INTC.US)跌逾6%，美国超微公司(AMD.US)、台积电(TSM.US)跌逾5%，英伟达(NVDA.US)跌逾3%，博通(AVGO.US)跌逾2%。
消息面上，6月23日，全球股市遭遇“黑色星期二”。作为韩国AI投资热潮核心标的，存储芯片龙头SK海力士收盘暴跌逾12%，韩国KOSPI指数下跌近10%；日本日经225指数则下跌3.55%，结束此前连续八个交易日上涨。
摩根士丹利投资管理高级投资组合经理Andrew Slimmon周一表示：“AI受益股正在遭遇抛售，我并不认为它们估值昂贵，但持仓过于拥挤。它们已经成为动量交易者追逐的热点，当这种情况出现时，就会出现目前这样的剧烈回调。我认为这其实是健康的现象。”
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