美股半导体抛售蔓延,Micron、SoftBank 和 ASML 下跌
Micron, SoftBank and ASML slide as Wall Street chip rout spreads
美股半导体抛售蔓延至亚洲科技股,Micron、SoftBank 和 ASML 下跌,人工智能融资担忧与竞争加剧打击市场情绪。SK Hynix 股价跌逾 8%,三星电子下跌 6.7%,SoftBank 下跌 8.8%;东京电子跌 6.75%,Advantest 跌 5.65%。投资者还关注企业财报和美国通胀数据,以寻找利率前景线索。
The SK Hynix Inc. booth at the Computex 2026 expo in Taipei, Taiwan, on Tuesday, June 2, 2026.
Lam Yik Fei | Bloomberg | Getty Images
Asian technology stocks fell Tuesday as a sell-off in U.S. semiconductor shares spilled into regional markets, with worries over artificial intelligence financing and intensifying competition denting sentiment.
Shares of South Korean chip giant SK Hynix, a leading supplier of high-bandwidth memory chips used in artificial intelligence applications, plunged more than 8%, while rival Samsung Electronics shed 6.7% — both hit their lowest levels since August.
In Japan, shares of tech-focused investment giant SoftBank Group sank 8.8%. The group, which has significant exposure to the global AI industry, led a broader retreat in Japanese semiconductor and electronics shares.
Tokyo Electron, a major supplier of chipmaking equipment, dropped 6.75%, while Advantest, which makes semiconductor testing equipment, declined 5.65%. Other Japanese technology stocks also came under pressure. Lasertec fell 4.94%, Disco lost 4.69% and Renesas Electronics shed 5.64%.
The declines followed a weak session for technology stocks on Wall Street, where the Nasdaq Composite dropped 0.44% on Monday. U.S. memory chipmaker Micron Technology slid 3.9% as investors assessed intensifying competition from China's ChangXin Memory Technologies, or CXMT, which reported progress on a new chip structure.
The chief executives of Intel and Broadcom have warned that access to capital could emerge as a major headwind to the artificial intelligence boom, even as demand for computing infrastructure continues to outstrip supply.
Investors are also looking ahead to a busy week of corporate earnings and U.S. inflation data, which could provide fresh clues on the outlook for interest rates.
来源:CNBC · cnbc.com