- 5小时前
八点最热报 | 韩国 KOSPI 指数开盘一度暴跌逾3%，跌破5500点；日本日经指数盘中也一度重挫超过千点，一下子让亚洲科技股风声鹤唳！这场震荡背后，正是烧得火热的中美 AI 竞赛。近年一直猛进的美国科技巨擘，近这两个星期开始遭受市场质疑，而曾经坐在 AI 风口腾飞的日韩芯片，也面临股价与竞争力的双重考验......（主播：蔡心慧）
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00:00Before watching the video, remember to check out the more content on trending websites.
00:04Japanese and South Korean stock markets experienced dramatic volatility today.
00:07South Korea's COSPE index initially plunged by more than 3% at the open.
00:12Falling below 5500 points
00:13Japan's hot money index also plunged by more than 1,000 points at one point during the session.
00:17This immediately sent shockwaves through Asian tech stocks.
00:21Behind this upheaval lies the fiercely contested US-China AI race.
00:25Spreading the flames of war all over the world
00:29The US tech boom that has been making great strides this year
00:32In the last two weeks, it has begun to face market skepticism.
00:35The Japanese and South Korean chip giants that once rode the wave of AI growth
00:39It also faces the dual challenges of stock price and competitiveness.
00:44As the AI craze begins to cool down
00:46Tech giants that were once hailed as gods
00:48Can it still stand firm?
00:51The extreme involution of AI between China and the US
00:53Japanese and South Korean chip giants became the first victims.
00:56And once, it was the Malaysian style of Xiangbobo that was in the global supply chain.
01:00Strategy
01:01Can it withstand this storm?
01:04To understand this upheaval
01:06You can't just focus on stock price fluctuations.
01:08We also need to see the underlying accounts of AI Taoxin Hot.
01:12What about the past?
01:13As long as a company announces increased investment in AI
01:16That will win market favor.
01:18But now investors are starting to ask questions.
01:20Capital expenditures of hundreds of billions of dollars
01:23How much reward can it actually bring?
01:27High interest rates and inflationary pressures in the United States
01:30And under the multiple pressures of financing capabilities and profit prospects
01:33Cracks are beginning to appear in this AI extravaganza.
01:37The US technological revolution can no longer rely solely on...
01:39Depicting AI blueprints to prop up stock prices
01:42Instead, it must be proven
01:43Every penny that was thrown
01:45You'll have a chance to earn it back soon.
01:49Actually
01:49This shock is also spreading along the global supply chain.
01:52Samsung Electronics and SK Hynix of South Korea
01:55As a major supplier of memory chips
01:58Facing pressure from the market to reassess the return on AI investments
02:02We must also address the technological catch-up by Chinese chip manufacturers.
02:06Japan's semiconductor equipment and materials industry
02:09Similarly?
02:10It's also difficult to stay out of it.
02:11However
02:12Stock price fluctuations do not mean that AI demand has peaked.
02:16Goldman Sachs strategists believe
02:17The market may be overly pessimistic.
02:19So what about now?
02:20There are no signs of a slowdown in AI demand yet.
02:23JPMorgan Chase pointed out
02:24Investors have moved away from blindly chasing trends in the past.
02:27Shifting towards a more rigorous examination of corporate returns
02:31in other words
02:32The AI craze may not be over yet.
02:34But in an era where concepts alone could drive up stock prices
02:38Changing
02:40So having a semiconductor packaging and testing foundation
02:42At the same time ambitious
02:43They are also actively moving towards advanced packaging.
02:46Malaysia and chip design
02:48Can it withstand this storm?
02:51The growing demand for AI has led to upgraded treatment.
02:53However, once the US tech giants tighten their investment...
02:56Customer postponed order
02:57The impact may also spread to the local area.
03:00Although it is too early to say for sure about the wind conditions in Malaysia
03:04Has it already been substantially affected?
03:05But we are by no means bystanders outside the storm.
03:09Global orders are both an opportunity and an opportunity.
03:11It is also a risk
03:12The upstream stepped on the brakes
03:14Can the Malaysian wind test fluid withstand the test?
03:17It's not just about production capacity.
03:19More importantly, it's about technology and value.
03:22The US-China AI race is intensifying.
03:25The spillover effects are becoming increasingly significant.
03:27Japanese and South Korean stock markets are part of the supply chain
03:29They also bore the pressure during this market turmoil.
03:32U.S. tech stocks were sold off last Friday.
03:35Semiconductor stocks were hit the hardest.
03:37Monday
03:38The pressure has finally spread to Asian stock markets.
03:40Korea Composite Stock Price Index
03:42It once fell below 5500 points
03:44Japan's Nikkei index traded intraday.
03:46It also fell by more than 1,400 points at one point.
03:48However, the South Korean stock market subsequently reversed its decline and rose.
03:51Japanese stocks closed lower.
03:54Why is market sentiment so volatile?
03:56On the surface, it appears that the stock market is fluctuating.
03:59Behind it all is a game of real money.
04:01The staggering costs involved in US AI investment
04:04China's rapid catch-up in chip technology
04:07and global capital markets
04:08The combination of factors such as reassessment of the future
04:11An associate professor of economics at Sogang University in South Korea pointed out
04:15This wave of decline
04:16It's not just because of the uncertain outlook for US interest rates.
04:19Market investment in AI
04:20Doubts about whether I can break even
04:21It is also expanding.
04:48However, does the decline in stock price necessarily mean that demand for AI has peaked?
04:53Goldman Sachs Asia Pacific equity strategists believe
04:55The market may be overly pessimistic at the moment.
04:58Investors are worried about interest rates
05:00Market oversupply
05:01And how much more money can cloud giants invest?
05:04However, these anxieties do not mean that demand for AI has slowed down.
05:07He wondered if the stock price had risen too high.
05:10Is industry demand truly weakening?
05:12They are completely different things.
05:26Is it yes or no? Is it no more than the stock price?
05:53Market concerns do not mean that the demand for AI has disappeared.
05:57However, the industry continues to grow
05:58This does not mean that all related stocks are worth chasing at high prices.
06:01JPMorgan Private Bank's co-head of global investment strategy pointed out
06:06The AI investment boom may not necessarily be over.
06:09But the era of blindly buying and experiencing a broad-based rally is over.
06:13The future market will become more demanding and brutal.
06:35It is an undeniable fact that the technology sector market has been impacted.
06:39But this doesn't mean the market is saying goodbye to AI.
06:41The most accurate description would be that the market has begun to clean up the AI sector.
06:45In the past, any company that was associated with AI was likely to receive funding.
06:50Today, investors want answers that are backed by real money.
06:54What are the advantages? How long does it take to break even? What are the profits?
06:57The industry is still moving forward.
06:59However, the myth of blindly enjoying high valuations has been shattered.
07:03Many analyses have pointed out
07:05This global upheaval is not the end for AI.
07:07Rather, it is a touchstone of true strength.
07:09The frenzied, blind pursuit is over.
07:12The capital market is entering a cold-blooded era of testing returns.
07:17US stocks fell, causing hardship for Japan and South Korea.
07:20From the epicenter of Wall Street to the battle to defend the Malaysian stock market
07:22This terrifying stock market frenzy in the Asia-Pacific region
07:25It's not just the hype surrounding tech stocks that's being exposed.
07:27Furthermore, there are hidden valuation concerns behind the global AI boom.
07:32Will the AI myth come to an end?
07:34It's too early to say that right now.
07:36But the market has already given a warning.
07:38When massive capital expenditures meet concerns about returns
07:41When the growth stories of tech giants begin to be questioned
07:44Investor confidence also wavered.
07:47From Wall Street to Japanese and South Korean stock markets and then to the Malaysian stock market
07:50This turmoil reflects more than just changes in capital flows.
07:54It also represents a reassessment of the market's outlook on the AI industry and the valuation of technology stocks.
08:00Examine
08:00When Wall Street stirred up a huge wave
08:02The Malaysian stock market is also struggling to remain unaffected.
08:04This major liquidation of the overheated tech stock market
08:07What was burned was merely an overvaluation.
08:10Or is it investors' confidence in the AI myth?
08:13The market doesn't please anyone.
08:16The market will provide the answer in the future.