cky10327
10-15
你的什么东西不需要芯片，就是想他们把价格打下来呗，降低你的成本呗
马斯克“补刀”，韩股海啸！紧急救市来了
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17:07","market":"fut","language":"zh","title":"马斯克“补刀”，韩股海啸！紧急救市来了","url":"https://stock-news.laohu8.com/highlight/detail?id=2675230066","media":"格隆汇","summary":"超级 “黑色星期四”！","content":"<html><body><p><a href=\"https://laohu8.com/S/002540\">亚太科技</a>遭遇超级“黑色星期四”，韩股尤为惨烈。</p><p>今天，<b>韩国KOSPI指数盘中<i></i>一度狂泻超9%，触发市场熔断机制，为今年以来第十次熔断。</b></p><p>最终收跌超7%，创下自7月28日以来最大单日跌幅。</p><p><b>相较6月份高点，KOSPI指数现已回撤超40%。</b></p><p><img src=\"https://img3.gelonghui.com/9e10e-0b8d25ec-4d98-4a35-b415-541fc234cbbd.jpg?guru_height=420&guru_width=738&guru_size=26307\"/></p><p><b>韩国“存储双雄”大崩盘。</b></p><p>其中，<b><a href=\"https://laohu8.com/S/SSNLF\">三星电子</a></b>收跌约9%，创7月以来新低，且较6月高点回撤近44%；<b><a href=\"https://laohu8.com/S/SKHY\">SK海力士</a></b>收跌约11%，创今年4月以来新低，且较6月份高点回撤57%。</p><p><img src=\"https://img3.gelonghui.com/372cc-491cdc8f-2098-4f19-b616-59d269063d7f.jpg?guru_height=555&guru_width=752&guru_size=42012\"/></p><h3><b><font color=\"#3daad6\"><br/></font></b></h3><h3><b><font color=\"#3daad6\">恐慌，加剧！</font></b></h3><div><b><font color=\"#3daad6\"><br/></font></b></div><p>昨夜，CPI引爆加息预期，美股科技遭重挫。</p><p><b>叠加马斯克的言论“补刀”，韩国股市今天彻底被砸崩了。</b></p><p>马斯克最新在X平台发文警告：<b>中国2028年将大量生产RAM，韩国忧2029年内存过剩。</b></p><blockquote>“China will be making a LOT of RAM in 2028”</blockquote><p>他的此番言论直接回应了韩国一家财经专栏关于内存供应过剩风险的警告，暗示韩国半导体行业只有2-3年的转型窗口期。</p><p><img src=\"https://img3.gelonghui.com/f4e7b-f8278a89-dcde-4485-b0a1-9bab75d7627b.jpg?guru_height=399&guru_width=579&guru_size=35377\"/></p><p>据悉，该专栏文章警告称，随着中国新增产能的投产，韩国到2029年可能面临内存供应过剩的局面。</p><p><b>韩国只剩2至3年时间产业红利，然后现有的市场周期优势可能会逆转。</b></p><p>两天前，马斯克曾公开称赞了美光的定价策略，同时批评韩国厂商要价过高。</p><p>虽然并未点名具体公司，但外界普遍认为他指的就是<a href=\"https://laohu8.com/S/SMSD.UK\">三星电子</a>、SK海力士。</p><p>据摩根大通的一份报告预测，全球内存短缺将持续到2028年，HBM市场预计将从2026年的640亿美元增长到2028年的2800亿美元。</p><p><b>此前，国内存储厂商长鑫存储的芯片进展已经震动市场。</b></p><p>受此影响，（本周一）美光、SK海力士与闪迪的市值一天之内合计蒸发超过了1000亿美元。</p><p>马斯克曾指出，一旦中国掌握某种产品的制造工艺，其规模化能力将远超世界其他地区。</p><p>他认为，内存芯片可能遵循类似轨迹。如果中国厂商能够迅速解决制造和良率挑战，传统RAM市场的竞争格局可能发生更大变化。</p><h3></h3><h3><b><font color=\"#3daad6\">韩国紧急“救市”</font></b></h3><p>科技股的腥风血雨引爆恐慌，韩国监管紧急开会。</p><p><b>今日下午，韩国金融委员会召开“股市状况紧急检查会议”，警告不要恐慌。</b></p><p>官方发布的声明表示，要求主动采取应对措施，保障市场稳定、保护投资者。</p><p>其敦促金融机构避免过度信贷投放，做好投资者保护与风险管理工作；将严厉处置扰乱市场的行为，必要时准备启动应急预案。<b></b></p><p>与会官员们认为，全球利率上升预期、AI半导体行业投资与盈利前景的不确定性，以及国际油价上涨等因素，导致韩国股市波动加剧。</p><p>不过，从股价下跌速度和资金供需情况来看，市场存在反应过度的现象。</p><p>盛宝银行驻新加坡首席投资策略师查鲁·查纳纳表示，<b>亚洲的抛售潮看起来不像科技基本面的突然恶化，更像是资本成本的重新定价。</b></p><blockquote>“投资者并非质疑人工智能是否存在需求，而是越来越质疑在利率高企、波动剧烈且可能再次走高的情况下，他们应该为这种增长付出怎样的代价。”</blockquote><p>摩根大通驻香港韩国股票策略主管米克索·达斯则指出，<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>和SK海力士的股票回购计划结束后，市场“正努力寻找新的买家”。</p><blockquote>“我们仍然认为，在未来6到12个月内，所有这些人工智能股票的价格都会比目前的水平高得多。”</blockquote></body></html>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>马斯克“补刀”，韩股海啸！紧急救市来了</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克“补刀”，韩股海啸！紧急救市来了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-10-15 17:07 北京时间 <a href=https://www.gelonghui.com/p/7011444><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>亚太科技遭遇超级“黑色星期四”，韩股尤为惨烈。今天，韩国KOSPI指数盘中一度狂泻超9%，触发市场熔断机制，为今年以来第十次熔断。最终收跌超7%，创下自7月28日以来最大单日跌幅。相较6月份高点，KOSPI指数现已回撤超40%。韩国“存储双雄”大崩盘。其中，三星电子收跌约9%，创7月以来新低，且较6月高点回撤近44%；SK海力士收跌约11%，创今年4月以来新低，且较6月份高点回撤57%。恐慌，加剧...</p>\n\n<a href=\"https://www.gelonghui.com/p/7011444\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img3.gelonghui.com/1e161-ce7b0f04-732f-4f0c-9576-9714c9657e00.jpg?guru_height=718&guru_width=1280&guru_size=146961","relate_stocks":{"ARTY":"ISHARES FUTURE AI & TECH ETF","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU2087625088.SGD":"ALLSPRING US ALL CAP GROWTH \"A\" (SGDHDG) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","TSYY":"收益增强TSLA ETF-GraniteShares","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","CHAT":"ROUNDHILL GENERATIVE AI & 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2028”他的此番言论直接回应了韩国一家财经专栏关于内存供应过剩风险的警告，暗示韩国半导体行业只有2-3年的转型窗口期。据悉，该专栏文章警告称，随着中国新增产能的投产，韩国到2029年可能面临内存供应过剩的局面。韩国只剩2至3年时间产业红利，然后现有的市场周期优势可能会逆转。两天前，马斯克曾公开称赞了美光的定价策略，同时批评韩国厂商要价过高。虽然并未点名具体公司，但外界普遍认为他指的就是三星电子、SK海力士。据摩根大通的一份报告预测，全球内存短缺将持续到2028年，HBM市场预计将从2026年的640亿美元增长到2028年的2800亿美元。此前，国内存储厂商长鑫存储的芯片进展已经震动市场。受此影响，（本周一）美光、SK海力士与闪迪的市值一天之内合计蒸发超过了1000亿美元。马斯克曾指出，一旦中国掌握某种产品的制造工艺，其规模化能力将远超世界其他地区。他认为，内存芯片可能遵循类似轨迹。如果中国厂商能够迅速解决制造和良率挑战，传统RAM市场的竞争格局可能发生更大变化。韩国紧急“救市”科技股的腥风血雨引爆恐慌，韩国监管紧急开会。今日下午，韩国金融委员会召开“股市状况紧急检查会议”，警告不要恐慌。官方发布的声明表示，要求主动采取应对措施，保障市场稳定、保护投资者。其敦促金融机构避免过度信贷投放，做好投资者保护与风险管理工作；将严厉处置扰乱市场的行为，必要时准备启动应急预案。与会官员们认为，全球利率上升预期、AI半导体行业投资与盈利前景的不确定性，以及国际油价上涨等因素，导致韩国股市波动加剧。不过，从股价下跌速度和资金供需情况来看，市场存在反应过度的现象。盛宝银行驻新加坡首席投资策略师查鲁·查纳纳表示，亚洲的抛售潮看起来不像科技基本面的突然恶化，更像是资本成本的重新定价。“投资者并非质疑人工智能是否存在需求，而是越来越质疑在利率高企、波动剧烈且可能再次走高的情况下，他们应该为这种增长付出怎样的代价。”摩根大通驻香港韩国股票策略主管米克索·达斯则指出，三星和SK海力士的股票回购计划结束后，市场“正努力寻找新的买家”。“我们仍然认为，在未来6到12个月内，所有这些人工智能股票的价格都会比目前的水平高得多。”","news_type":1,"symbols_score_info":{"09366":0.6,"07766":0.6,"TSLI":0.6,"FTXL":0.6,"ELOL":0.6,"TSLQ":0.6,"TSLL":0.6,"TSLW":0.6,"MUZ":0.6,"AIFD":0.6,"TESL":0.6,"SOXX":0.6,"TSII":0.6,"FDRV":0.6,"XNTK":0.6,"ARTY":0.6,"MUG":0.6,"SMH":0.6,"07366":0.6,"TSLA":1.99,"BAI":0.6,"DISK":0.6,"PSI":0.6,"RULE":0.6,"TSLG":0.6,"TSL":0.6,"TSLY":0.6,"TSYY":0.6,"FXL":0.6,"CGGO":0.6,"TRFK":0.6,"SHOC":0.6,"TTXU":0.6,"IXN":0.6,"STSLAmain":0.6,"MIC":0.6,"MUU":0.6,"CHPS":0.6,"TSLT":0.6,"EGGY":0.6,"MUD":0.6,"FTEC":0.6,"09766":0.6,"TESC":0.6,"WANT":0.6,"WATS":0.6,"TSLS":0.6,"CRSH":0.6,"IDRV":0.6,"JGRO":0.6,"FAI":0.6,"LEGR":0.6,"FDTX":0.6,"WLDR":0.6,"SMOG":0.6,"USXF":0.6,"AIS":0.6,"HBMX":0.6,"IETC":0.6,"EFIV":0.6,"SMU00main":0.6,"AIQ":0.6,"MU":1.9,"TSDD":0.6,"SOXQ":0.6,"TSLP":0.6,"DRMY":0.6,"LIT":0.6,"TSLZ":0.6,"TEST":0.6,"WUGI":0.6,"TLA":0.6,"CHPX":0.6,"MUYY":0.6,"XLK":0.6,"MULL":0.6,"EMSF":0.6,"TSLR":0.6,"VGT":0.6,"BOBP":0.6,"PTF":0.6,"CHAT":0.6,"TSLO":0.6}},"isVote":1,"tweetType":1,"viewCount":454,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":62,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/618582527287360"}
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