韩国Kospi指数周二出现大幅下跌，跌幅超过10%，下探至6,051.19点，创下4月以来的最低水平[1]。芯片制造商成为跌势最凶的板块，三星电子股价下滑12%，SK海力士更是跌落12.7%[1]。
亚洲其他主要股市也普遍承压下行。东京日经225指数下跌4%，台湾加权指数下滑3.9%[1]。本轮市场调整主要源于投资者对芯片行业竞争加剧的担忧。中国芯片制造商CXMT在周一上市首日表现火爆，股价暴涨466%，融资规模至少达86亿美元[1]，这加剧了市场对中国AI初创企业和芯片制造商的竞争可能削弱全球公司AI收益的担忧。此外，国际油价也有所下滑，布伦特原油跌幅为0.8%，报每桶85.16美元[1]。
South Korea's Kospi index experienced a sharp decline, dropping more than 10% to reach 6,051.19, marking its lowest level since April [1]. The selloff was driven primarily by steep losses in semiconductor stocks, with Samsung Electronics shares falling 12% and SK Hynix declining 12.7% [1]. The market downturn reflects growing investor concerns about intensifying competition in the artificial intelligence sector, particularly from Chinese chipmakers and startups that could pressure profit margins for global technology firms [1].
The negative sentiment across Asia was broad-based, as Tokyo's Nikkei 225 index dropped 4% and Taiwan's Taiex skidded 3.9% [1]. Contributing to the anxiety is the strong debut performance of Chinese chipmaker CXMT, which raised at least $8.6 billion in its initial public offering and saw its stock price surge 466% on its first trading day [1]. Commodity markets also reflected the cautious sentiment, with Brent crude falling 0.8% to $85.16 per barrel [1].