韩国芯片巨头SK海力士报告称，其第三季度利润较去年同期增长七倍，这是推动全国经济增长的科技繁荣的最新迹象。受人工智能基础设施建设需求激增推动，该公司盈利大增；此前官方数据显示，韩国GDP增速超出分析师预期。因此，高盛上调了今明两年的经济增长预期。
South Korean chip giant SK Hynix reported a sevenfold increase in third-quarter profits from a year ago, the latest sign of a tech boom driving nationwide economic growth. The earnings, which were powered by surging demand from the AI infrastructure buildout, come after official data showed South Korea’s GDP growth beat analysts’ expectations. Goldman Sachs upped its forecasts for expansion this year and next as a result.
但也有声音呼吁谨慎：私人消费下降，加剧了专家对增长失衡可能损害经济其他部门的担忧；韩国央行今年警告存在“半导体荷兰病”，指20世纪60年代荷兰天然气繁荣增强了货币价值，抑制了其他行业商品的需求。
Yet there were calls for caution: Private consumption fell, fueling experts’ concerns of a growth imbalance that could hurt other parts of the economy; South Korea’s central bank warned this year of “semiconductor Dutch disease,” referencing a 1960s gas boom in the Netherlands that strengthened the currency, crimping demand for other sectors’ goods.
