亚洲股市较6月高点回落10% 或将进入回调阶段

格隆汇
Jul 28
受芯片股抛售潮加剧影响,亚洲股市大幅下挫,区域基准指数正迈向技术性回调。MSCI亚太指数一度跌3.5%,较6月22日的高点累计跌幅已超过10%。韩国三星电子和SK海力士股价大跌,拖累韩国KOSPI指数盘中跌幅超过10%。由于市场担忧芯片股持仓过于拥挤,周二,全球半导体板块遭遇抛售,投资者对AI驱动的行情能否持续持怀疑态度。英伟达正推进总值超过7500亿美元的新一轮AI相关交易,这种加速投资的举动引发了质疑——批评人士警告称,这正在人为推高整个行业的市场需求与估值。“对于AI相关半导体股票,市场情绪已从贪婪转为恐惧,”瑞联银行董事总经理Vey-Sern Ling表示,“投资者如今倾向于以负面角度解读各类消息,并将其作为抛售理由,而非深入分析其对基本面的真实影响。”

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