韩国股市重挫6% AI担忧导致芯片制造商股票下跌

智通财经
Jul 02
【韩国股市重挫6% AI担忧导致芯片制造商股票下跌】韩国股市大跌,Meta Platform Inc.计划出售算力,引发投资者对AI产能过剩的质疑,导致芯片制造商类股遭抛售。Kospi指数一度下跌6.5%,三星电子和SK海力士的跌幅均至少达到7%。由于Kospi期货大幅下跌,交易所暂时中止了程序化卖出操作。美国同类股票美光科技和闪迪的股价均下跌超过10%。这一走势可能会加剧投资者对芯片股涨势可持续性的担忧。此前,全球人工智能建设的蓬勃发展推动芯片股飙升。韩国市场权重股处于供应链的核心位置,迄今为止一直受益于市场对先进硬件的持续需求。然而,韩国股市近期的剧烈波动凸显出,一旦人们对这种繁荣的可持续性产生质疑,市场情绪就会迅速转变。

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