上周全球股市因人工智能芯片领域的重大进展而经历明显波动。[1]中国芯片制造商CXMT在上海上市首日表现抢眼，股价暴涨466%至3.3万亿元。[1]与此同时，中国据传掌握深紫外光刻技术打破荷兰ASML垄断的消息传出，引发了全球芯片类股票的广泛下跌。[1]
美国和亚洲主要指数均受到冲击。[1]美国纳斯达克指数一度下跌超过10%，进入技术性回调区间。[1]韩国Kospi指数在周二下跌11.5%后，周三再跌6%，单周跌幅创2008年10月全球金融危机以来最差表现。[1]芯片巨头Nvidia周四下跌超过5%，被苹果公司超越，不再是全球市值最大的上市公司。[1]
亚马逊和微软公布的财务业绩随后缓解了市场紧张情绪，促使股市出现反弹。[1]此外，有报道称Nvidia考虑为OpenAI的数据中心项目提供2500亿美元的资金支持。[1]分析师Alvin Nguyen预计记忆芯片短缺状况将持续至2030年。[1]
Global equity markets experienced significant volatility last week driven by developments in the AI chip sector.[1] China's chipmaker CXMT surged 466% on its Shanghai debut, reaching a valuation of 3.3 trillion yuan (365 billion pounds), while reports emerged that China had broken ASML's monopoly by mastering deep ultraviolet lithography technology.[1] This news triggered a broader selloff in chip stocks worldwide, with the U.S. Nasdaq index declining more than 10% and entering correction territory.[1] South Korea's Kospi index fell 11.5% on Tuesday and dropped a further 6% the following day, eventually recording its worst monthly performance since the global financial crisis in October 2008.[1]
The turmoil reshaped the hierarchy of the world's largest companies by market capitalization. Nvidia, a key player in AI infrastructure, lost more than 5% of its value by Thursday and was overtaken by Apple as the world's most valuable publicly listed company.[1] Financial markets stabilized after earnings reports from Amazon and Microsoft eased investor concerns, prompting a recovery in stock prices.[1] Reports indicated that Nvidia was considering providing 250 billion dollars (186 billion pounds) in support for OpenAI's data center project, while analyst Alvin Nguyen projected that a shortage of memory chips would persist through 2030.[1]