【韩国股市暴跌8%触发熔断 投资者争相削减AI敞口】全球半导体股票抛售潮促使韩国股市基准指数下跌8%，凸显了投资者撤离AI交易高泡沫领域的力度。对美联储加息和AI融资困难的担忧周四成为市场主旋律，SK海力士及其存储芯片同行三星电子双双下跌9%以上。随着跌幅扩大，韩国交易所暂停交易20分钟。日本日经225指数下跌逾5%，Ibiden Co.和铠侠等半导体相关股票跌幅居前。数据显示美国9月消费者价格以五个月来最快速度上涨，推动市场押注美联储将采取更激进的紧缩行动，引发焦虑。雪上加霜的是，CoreWeave Inc.债券价格跌至往往代表陷入困境的水平，促使投资者再次质疑大规模AI基础设施支出的可持续性，其股价也随之暴跌。“随着CoreWeave融资问题和美国通胀升温加剧市场对借贷成本上升及AI支出可持续性的担忧，韩国正在成为全球AI股抛售的吸震器，”Vantage Global Prime的分析师Hebe Chen称。她说，这正促使投资者进一步解除三星和SK海力士头寸。
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