Investing.com-- 周四亚洲半导体股票下跌，日本和韩国芯片制造商跌幅居前，投资者正在评估美国芯片设计商高通和Arm好坏参半的财报及前景，同时对人工智能投资回报的担忧日益加剧。
Investing.com-- Asian semiconductor shares fell on Thursday, with Japanese and South Korean chipmakers among the hardest hit, as investors assessed mixed earnings and outlooks from U.S. chip designers Qualcomm and Arm amid growing concerns over returns on artificial intelligence investments.
相比之下，中国半导体股票多数上涨，逆势摆脱了区域性科技股抛售潮，北京最新的市场支持措施提振了对本土芯片制造商的需求。
In contrast, Chinese semiconductor stocks were mostly higher, bucking the regional technology selloff as Beijing’s latest market-support measures boosted demand for domestic chipmakers.
高通公司（纳斯达克代码：QCOM）股价在周三美股盘后交易中于格林威治时间04:12前后下跌逾9%，此前其第四季度手机芯片营收未达预期，凸显出其核心智能手机业务面临的压力。
Qualcomm Incorporated (NASDAQ:QCOM) shares fell more than 9% by 04:12 GMT in extended U.S. trading on Wednesday after its fourth-quarter handset chip revenue missed expectations, highlighting pressure on its core smartphone business.
通过InvestingPro获取市场利好消息的实时更新 -- 现享55%优惠 Arm Holdings（纳斯达克代码：ARM）同样公布的季度营收和盈利均超出分析师预期，但其特许权使用费营收增长8%至6.7亿美元，低于预期，浇灭了投资者热情。其股价在盘后交易中下滑约3%。
Get real-time updates on market-moving news with InvestingPro -- at 55% off now Arm Holdings (NASDAQ:ARM) also reported quarterly revenue and earnings above analyst estimates, but its royalty revenue rose 8% to $670 million, below forecasts, tempering investor enthusiasm. Its shares slipped about 3% in after-hours trading.
这种疲软加剧了亚洲芯片制造商已面临的压力，后者正承受着对AI基础设施支出的担忧。投资者越来越谨慎，担心数据中心的巨额投资能否转化为可持续回报，特别是政治变化可能为新项目带来监管和许可障碍。
The weakness added to pressure on Asian chipmakers already facing concerns over AI infrastructure spending. Investors have grown increasingly cautious about whether massive investments in data centres will translate into sustainable returns, particularly as political changes could introduce regulatory and permitting hurdles for new projects.
韩国三星电子（韩交所代码：005930）下跌5.7%，SK海力士（韩交所代码：000660）暴跌7.4%，成为基准指数最大的拖累股之一。
South Korea’s Samsung Electronics Co Ltd (KS:005930) slid 5.7%, while SK Hynix (KS:000660) plunged 7.4%, among the biggest drags on the benchmark.
日本芯片测试设备制造商Advantest（东证代码：6857）暴跌逾11%，Lasertec Corp（东证代码：6920）下跌12.5%。存储芯片制造商铠侠控股（东证代码：285A）下跌9.2%，在发布令人失望的盈利指引后延续近期跌势。
Japan’s chip-testing equipment maker Advantest (TYO:6857) slumped more than 11%, while Lasertec Corp (TYO:6920) dropped 12.5%. Memory chipmaker Kioxia Holdings (TYO:285A) fell 9.2%, extending recent losses following disappointing earnings guidance.