三星电子公司和SK海力士公司股票延续了近期的抛售势头，因为对中国竞争对手的担忧以及人工智能股票 rally 的过度拉伸加剧。这些股票周二每股下跌超过5%，正朝着连续第五个交易日的亏损方向发展，拖累韩国股市基准指数Kospi一度下跌多达4.7%。美国芯片制造商隔夜暴跌，同为存储芯片公司的美光科技公司回落3.9%。
Samsung Electronics Co. and SK Hynix Inc. shares extended their recent selloff, as concerns about Chinese rivals and the stretched artificial intelligence stock rally intensified. The stocks dropped more than 5% each Tuesday, headed for a fifth-straight session of losses, dragging the Korean equity benchmark Kospi down as much as 4.7%. US chipmakers slumped overnight, with fellow memory firm Micron Technology Inc. retreating 3.9%.Investors reacted to a report that China’s CXMT Corp. has made progress on a new memory architecture that Samsung and SK Hynix are also working on.
投资者对一份报告作出反应，该报告称中国长鑫存储公司（CXMT Corp.）在一种新型内存架构方面取得了进展，而三星和SK海力士也在研发该架构。与此同时，博通公司首席执行官关于人工智能股票投资具有类似赌博特质的言论进一步加剧了担忧。
“人们对上行周期能否持续到2028年及以后存在不确定性，这似乎正在影响韩国芯片制造商的估值和股价，”尤金资产管理公司首席投资官Ha SeokKeun表示。
Meanwhile, comments from Broadcom Inc.’s chief executive about the gambling-like qualities of AI stock investment fueled further worry.“Uncertainty over whether the upcycle can last into 2028 and beyond appears to be weighing on valuations and share prices” of Korean chipmakers, said Ha SeokKeun, chief investment officer at Eugene Asset Management.
与此同时，由于中东战争通过推高油价加剧了通胀担忧，而国债收益率飙升因交易员押注美联储将进一步加息而增加压力，韩国国债今年一直承受压力。
Meanwhile, South Korean bonds have stayed under pressure this year as the Middle East war fueled inflation concerns through higher oil prices, while surging Treasury yields added to the strain as traders bet on further Federal Reserve rate hikes.
首尔誓言将采取措施遏制收益率上升，即使通胀仍高于目标水平，蓬勃发展的半导体和存储芯片产业也推动了超过预期的经济增长。
Seoul has vowed measures to curb rising yields even as inflation remains above target and the booming semiconductor and memory-chip industries drive stronger-than-expected economic growth. Read Also: Debt mutual funds see ₹1.83 lakh crore outflows in September, liquid schemes lead