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Back南韓晶片股重挫 受油價三星電子與SK海力士早盤跌逾4％
南韓晶片股重挫 受油價三星電子與SK海力士早盤跌逾4％
Developing
自由时报22 minutes agoBusiness1 min readChinaView translation

南韓晶片股重挫 受油價三星電子與SK海力士早盤跌逾4％

三星電子SK海力士晶片股

Quick Look

南韓兩大晶片廠三星電子和SK海力士週五早盤股價重挫逾4％，受美股因油價上漲擔憂聯準會升息而下跌拖累，同時中國AI新創DeepSeek發表新模型V4.1 Flash宣稱降低HBM需求，進一步壓縮記憶體類股走勢。

AI-generated summary

Why It Matters

南韓兩大晶片廠三星電子和SK海力士為全球重要記憶體供應商，其股價常受全球科技產業週期及宏觀經濟因素影響。近期美股因油價上漲擔憂聯準會升息而出現下跌，同時中國AI新創DeepSeek發表新模型聲稱可降低高頻寬記憶體(HBM)需求，引發市場對記憶體類股的壓力。

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南韓2大晶片廠三星電子和SK海力士週五（11日）早盤重挫逾4％。（美聯社）

〔財經頻道／綜合報導〕由於投資人擔心油價上漲可能導致聯準會升息，美股連日下跌，在晶片股普遍出現拋售的情況下，南韓2大晶片廠三星電子和SK海力士週五（11日）早盤重挫逾4％。

韓股今（11）日開盤下跌3.29％，截至當地時間中午，跌幅略為收窄至2.49％。南韓市場指標股三星開盤下跌4.08％，後擴大跌幅，一度下跌4.46％；競爭對手SK海力士開盤跌4.31％，盤中最多下跌4.58％。

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中國AI新創DeepSeek昨（10）日發表新模型V4.1 Flash，宣稱已大幅降低HBM需求也被認為將衝擊記憶體類股走勢。

三星證券分析師表示，DeepSeek推出的新款V4.1 Flash模型，目前看來更像是對市場情緒的壓抑，而非HBM需求出現基本面的重新定調，除非這項效率提升有明確證據顯示將導致GPU訂單或AI資本支出下降。

分析師補充，聯準會升息疑慮，以及超大規模雲端服務業者信用違約擔憂再起，對科技股的影響應該更大，DeepSeek的消息則是進一步加劇壓力。

一手掌握經濟脈動 點我訂閱自由財經Youtube頻道

What to Watch

AI outlook — possibilities, not facts

  • 若DeepSeek的V4.1 Flash模型效益獲得驗證，將進一步壓縮記憶體類股估值

    Possible · Within weeks

  • 美股因油價上漲擔憂聯準會升息的壓力將持續影響科技股走勢

    Likely · Within days

Open Questions

  • DeepSeek的V4.1 Flash模型是否真的會顯著降低實際HBM需求？
  • 聯準會是否真的會因通脹壓力而升息？
  • 超大規模雲端服務業者的信用違約擔憂是否會實現？

Related Topics

三星電子
OrganizationsSK海力士DeepSeek三星證券
Places南韓美國中國
TopicsSK海力士晶片股油價聯準會DeepSeekV4.1 Flash
This article was originally published by 自由时报.

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