韩国股市挫低，重量级芯片股下跌，受到隔夜美国科技股因油价上涨而遭抛售的影响。
Kospi指数周五一度下跌3.1%，迈向连续第四周下跌。三星电子和SK海力士早盘均下跌超过2%。日本的日经225指数一度下跌0.6%。
近期韩股面临多重逆风，市场对庞大AI投资能否持续、融资成本攀升的疑虑持续升温。该基准股指本月迄今下跌约20%，成为10月份全球表现最差的主要股市，不仅突显出其高度集中于AI股的特性，也反映出投资人对该板块的情绪起起落落。
Fibonacci Asset Management Global首席执行官Jung In Yun表示，市场正开始质疑，庞大的AI资本支出究竟要多久才能转化为稳健的现金流；与此同时，油价走高更添变数。当前市场情绪极度脆弱，投资人普遍倾向资金保本，而非盲目进场抄底。
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