ETF异动 | 韩股ETF显著低开 AI巨头竞相呼吁放缓AI模型发展 韩国存储双雄开盘大跌

智通财经网
6 hours ago

智通财经APP获悉,韩股ETF显著低开,截至发稿,南方东英SK海力士每日杠杆最多2X产品(07709)跌13.29%,报37.18港元;南方两倍做多三星电子(07747)跌8.26%,报67.04港元。

消息面上,9月14日,韩股开盘大跌。韩国KOSPI指数跌超3%,个股方面,SK海力士跌近6%,三星电子跌超3%。在一系列失控事件与末日预警接连冲击行业后,Anthropic、OpenAI与SpaceX的掌门人罕见联手,呼吁放缓人工智能开发步伐。市场普遍担忧,三巨头AI降速,会减少下一代超大模型训练的资本开支,高端训练芯片需求预期下调。

值得关注的是,为应对与美国主要交易所的流动性竞争,并扩大投资者交易机会,韩国股市9月14日正式开启盘后交易。此前,韩国股市可在交易日的下午4时至6时,以10分钟为单位进行集合竞价。自9月14日起,原交易制度将被废除,转换为连续竞价方式并延长交易时间。

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