【韩股收盘狂挫11% AI相关疑虑造成芯片股价暴跌】彭博一个亚洲半导体股指数一度暴跌7.5%,创下3月初以来最大跌幅,美国相关股票隔夜下挫。随着投资人卖出今年最AI赢家,MSCI AC亚太指数即将进入技术回调。韩国Kospi指数周二收盘暴跌11%,触发20分钟的交易暂停;三星电子和SK海力士均下跌超过13%。以芯片股为主的日经225指数跌约4%。部分全球科技巨头本周发布财报,股市在本周之初普遍下跌,显示市场缺乏信心。Meta Platforms Inc.和亚马逊等公司的支出计划将对股价未来的走势产生重大影响。Vantage Global Prime的高级市场分析师Hebe Chen表示,芯片制造商股最新的抛售潮表明,市场对支出、回报和估值的疑虑仍在加深,而不是消退。随着几个重要催化剂即将到来,投资者不愿逢低买入,这表明他们在等待更有力的证据后才会重新建仓。
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