韩国Kospi指数暴跌逾10% 芯片股遭重挫拖累亚洲股市

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.