芯片行业迎来了新一轮抛售潮，全球半导体股的卖压周二加剧。
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%。
相关跌势凸显投资人对这项市场最热门交易之一的情绪转变之快。投资人越来越质疑，高估值和前所未有的AI投资浪潮能否持续。保护英伟达债务免于违约的成本周一创下纪录最大升幅。
Pepperstone Group Ltd．研究策略师Dilin Wu表示，英伟达信用违约交换的飙升表明信用市场注意到了股市尚未完全反映的某些情况。
Nikon Corp．和Tokyo Electron Ltd．等芯片设备制造商股价周二均下跌超过10%。
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。
责任编辑：江学思
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