韩国股市大幅跳水，散户投资者集中离场减仓，加之 SK 海力士财报业绩不及预期，本就脆弱的人工智能板块市场情绪进一步恶化。
韩国综合股价指数（KOSPI）最大跌幅达 13%，两日累计跌幅约 20%，并连续第二个交易日触发熔断机制。今年早些时候，该指数曾依靠 SK 海力士、三星电子两大芯片企业领涨，涨幅领跑全球；如今指数单月跌幅预计将创下约 35% 的历史纪录。
大量资金涌入芯片行业的投资逻辑遭到投资者质疑，市场乐观情绪迅速转为恐慌，投资者纷纷割肉离场。截至午盘，散户净卖出 1.9 万亿韩元（合 13 亿美元）KOSPI 成分股，与此前回调期间散户持续逢低买入的行为形成鲜明反转。
DS 资产管理公司基金经理Yoon Joonwon表示：“投资者如今只顾仓皇出逃。如此大规模的抛售，尤其是散户集中抛售，完全难以理解。无论从技术面还是市场情绪来看，这都属于非理性抛售。”
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