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CNBC AI · 2026/7/29 08:29:21

Tech stocks extend sell-off with SoftBank losing 7% as AI plays take a hit
AI 中文解读
核心亮点:AI热潮突然遇冷,亚洲科技股集体大跌,软银暴跌7%,半导体巨头SK海力士更是重挫15%。
通俗解读:最近全球科技股出现一波抛售潮,尤其那些之前被捧上天的AI概念股首当其冲。原因很简单:市场发现部分AI公司的业绩并没有想象中那么亮眼。比如芯片巨头SK海力士,虽然季度利润创纪录,但没达到分析师的预期,投资者立刻用脚投票——股价一天就跌了15%。这就像一款热门手机虽然销量不错,但厂家宣称的“革命性技术”没带来预期的利润,股民们就不买账了。
实际影响:如果你投资了科技股或相关基金,最近账户可能会有些缩水。但别慌,这只是资本市场的短期波动,AI技术的实际发展仍在稳步推进。对普通人来说,最直接的影响是——未来买AI相关产品(比如智能音箱、自动驾驶汽车)的价格短期不会因为“概念炒作”而虚高,反而可能更合理。同时,这波调整也给那些跟风炒作的投资者提了个醒:再热的概念也要看公司能不能真正赚到钱。
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TechTech stocks extend sell-off with SoftBank losing 7% as AI plays take a hitPublished Tue, Jul 28 202610:44 PM EDTUpdated 14 Min AgoLee Ying Shan@in/ying-shan-lee@LeeYingshanWATCH LIVEKey PointsAsian technology stocks extended their sell-off on Wednesday, with semiconductor names leading declines after another weak session in the U.S.In South Korea, SK Hynix slid more than 15% after the chip giant missed analysts' estimates despite posting another record quarterly profit.In this articleSKHY700-HK3690-HK9984.T-JP1024-HKASM-NLBESI-NLFollow your favorite stocksCREATE FREE ACCOUNTA semiconductor wafer is on display at Touch Taiwan, an annual display exhibition in Taipei, Taiwan April 16, 2025. Ann Wang | ReutersTechnology stocks in Asia and Europe extended their sell-off on Wednesday, with semiconductor names leading declines after another weak session in the U.S.In South Korea, SK Hynix closed 9.61% lower after dropping over 15%. The chip giant missed analysts' estimates despite posting record quarterly profit and revenue. Samsung Electronics lost more than 5%, while LG Innotek fell 10.89% and Seoul Semiconductor dropped 8.89%.In Europe, chip stocks were also lower. ASML fell 3.85%, ASM International fell 9.26% and BESI dropped 3.54%.The latest weakness in Asian chip stocks reflects "the ongoing deleveraging process in Korea and softer sentiment towards global technology stocks," said Kieron Poon, investment director of Asian equities at Aberdeen Investments, in a Tuesday note. However, he added that the recent volatility "has not changed our long-term positive view." Japanese chip names also declined. Japan's computer memory manufacturer Kioxia was down 13.85%. Tokyo Electron fell 10.59%, while SoftBank Group, a major AI investment proxy through its stake in Arm, lost 6.95%.Taiwan's TSMC, the w
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