金吾财讯 | 芯片股大幅走低，天数智芯(09903)跌12.86%，SENASIC(琻捷)(06675)跌12.75%，澜起科技(06809)跌11.02%，爱芯元智(00600)跌8.62%，兆易创新(03986)跌7.76%，英诺赛科(02577)跌7.29%，云英谷科技(03310)跌7.29%，纳芯微(02676)跌6.98%，中芯国际(00981)跌6.63%，FORTIOR(01304)跌6.21%，华虹宏力(01347)跌6.02%。消息面上，随着投资者消化苹果公司因内存芯片短缺而提价，以及OpenAI可能推迟到明年上市等消息，市场情绪迅速恶化。韩国KOSPI指数周五盘中跌超8%，抹去前一交易日的全部涨幅，并触发市场熔断机制，三星电子和SK海力士股价均跌约9%。IGInternational市场分析师FabienYip表示：“苹果作为全球最大的零部件采购商之一，若都无法消化成本上涨，确实会引发市场对需求弹性以及存储芯片利润率可持续性的质疑。”他补充称，OpenAI推迟IPO也反映出科技股容易受到散户投资热情波动的影响。
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