美联储突发大消息！日韩股市闪崩
<div class="txtinfos" id="ContentBody" style="margin-top:0;"><p style="display:none;height:1px;overflow:hidden;"><br /></p><!-- EM_StockImg_Start --><p style="text-align:center;"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/100.N225" data-code="N225|100|_UI" data-code2="N225|100|0|" class="EmImageRemark" target="_blank"><img src="https://webquotepic.eastmoney.com/GetPic.aspx?nid=100.N225&imageType=r&token=28dfeb41d35cc81d84b4664d7c23c49f" border="0" alt="R图 N225_0" data-code="R N225|100|_UI" data-code2="R N225|100|0|" style="border:#d1d1d1 1px solid;" width="578" height="276" /></a></p><!-- EM_StockImg_End --><p style="display:none;height:1px;overflow:hidden;"><br /></p><!-- EM_StockImg_Start --><p style="text-align:center;"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/100.KS11" data-code="KS11|100|_UI" data-code2="KS11|100|0|" class="EmImageRemark" target="_blank"><img src="https://webquotepic.eastmoney.com/GetPic.aspx?nid=100.KS11&imageType=r&token=28dfeb41d35cc81d84b4664d7c23c49f" border="0" alt="R图 KS11_0" data-code="R KS11|100|_UI" data-code2="R KS11|100|0|" style="border:#d1d1d1 1px solid;" width="578" height="276" /></a></p><!-- EM_StockImg_End --><p> 就在刚刚，日韩股市双双大跌。<br /></p><p> 截至记者发稿，日经225指数大跌1200点，跌幅达1.76%；韩国KOSPI指数更是暴跌超4%，<span id="stock_105.SKHY"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/105.SKHY" class="keytip" data-code="105,SKHY">SK海力士</a></span><span id="quote_105.SKHY"></span>跌超6%，三星<span id="bk_90.BK1201"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/90.BK1201" class="keytip" data-code="90,BK1201">电子</a></span><span id="bkquote_90.BK1201"></span>跌超5%。</p><p style="display:none;height:1px;overflow:hidden;"><br /></p><!-- EM_StockImg_Start --><p style="text-align:center;"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/177.000660" data-code="000660|177|_KRX" data-code2="000660|177|0|" class="EmImageRemark" target="_blank"><img src="https://webquotepic.eastmoney.com/GetPic.aspx?nid=177.000660&imageType=r&token=28dfeb41d35cc81d84b4664d7c23c49f" border="0" alt="R图 000660_0" data-code="R 000660|177|_KRX" data-code2="R 000660|177|0|" style="border:#d1d1d1 1px solid;" width="578" height="276" /></a></p><!-- EM_StockImg_End --><p style="display:none;height:1px;overflow:hidden;"><br /></p><!-- EM_StockImg_Start --><p style="text-align:center;"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/177.005930" data-code="005930|177|_KRX" data-code2="005930|177|0|" class="EmImageRemark" target="_blank"><img src="https://webquotepic.eastmoney.com/GetPic.aspx?nid=177.005930&imageType=r&token=28dfeb41d35cc81d84b4664d7c23c49f" border="0" alt="R图 005930_0" data-code="R 005930|177|_KRX" data-code2="R 005930|177|0|" style="border:#d1d1d1 1px solid;" width="578" height="276" /></a></p><!-- EM_StockImg_End --><p> 随着投资者权衡资本支出前景与借贷成本上升，市场对<span id="bk_90.BK0800"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/90.BK0800" class="keytip" data-code="90,BK0800">人工智能</a></span><span id="bkquote_90.BK0800"></span>的热情有所降温。隔夜，美股AI硬件股集体下挫，Lumentum大跌近10%，<span id="stock_106.GLW"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/106.GLW" class="keytip" data-code="106,GLW">康宁</a></span><span id="quote_106.GLW"></span>大跌6%，<span id="stock_105.MU"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/105.MU" class="keytip" data-code="105,MU">美光科技</a></span><span id="quote_105.MU"></span>跌近4%。<br /></p><p> 此外，美联储官员哈马克的最新发声，也影响了全球科技股的情绪。当地时间周一，克利夫兰联邦储备<span id="bk_90.BK1283"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/90.BK1283" class="keytip" data-code="90,BK1283">银行</a></span><span id="bkquote_90.BK1283"></span>行长贝丝·哈马克表示，可能需要收紧货币政策以降低通胀，央行应迅速、渐进地调整。哈马克表示，当前政策的限制性还不够，通胀回归速度过慢，<span id="stock_105.QCOM"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/105.QCOM" class="keytip" data-code="105,QCOM">高通</a></span><span id="quote_105.QCOM"></span>胀风险仍在上升。</p><p> 哈马克的言论表明，未来可能会有更多加息。美联储官员在9月会议纪要中暗示，他们可能再次投票加息——但没有明确说明何时会做出这样的决定。</p><p> 自7月以来，<span id="bk_90.BK1137"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/90.BK1137" class="keytip" data-code="90,BK1137">存储芯片</a></span><span id="bkquote_90.BK1137"></span>市场持续的噪声也抑制了投资者信心。尽管<span web="1"target="_blank" href="http://quote.eastmoney.com/unify/r/90.BK0800" class="em_stock_key_common" data-code="90,BK0800">人工智能</span>领域投资扩张带动<span web="1"target="_blank" href="http://quote.eastmoney.com/unify/r/90.BK1137" class="em_stock_key_common" data-code="90,BK1137">存储芯片</span>需求激增，但市场不断出现“存储周期可能已经见顶”的猜测。不过券商机构判断，企业盈利复苏本身依旧扎实。三星<span web="1"target="_blank" href="http://quote.eastmoney.com/unify/r/90.BK1201" class="em_stock_key_common" data-code="90,BK1201">电子</span>公布第三季度营业利润预告值为107.4万亿韩元，<span web="1"target="_blank" href="http://quote.eastmoney.com/unify/r/105.SKHY" class="em_stock_key_common" data-code="105,SKHY">SK海力士</span>盈利水平预计同样改善。投资者的关注点已经不再局限于短期盈利修复，而是聚焦<span web="1"target="_blank" href="http://quote.eastmoney.com/unify/r/90.BK1137" class="em_stock_key_common" data-code="90,BK1137">存储芯片</span>涨价行情、<span id="bk_90.BK1152"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/90.BK1152" class="keytip" data-code="90,BK1152">高带宽内存</a></span><span id="bkquote_90.BK1152"></span>（HBM）需求能够维持多久。</p><p> 尤金投资证券研究员孙仁俊（Son In-jun）表示，存储芯片市场仍强于预期，但要弥合市场情绪与实际行业状况之间的差距还需要时间，现在市场关注点集中在利润能持续多久上。</p><p style="text-align:center;"><atarget="_blank" href="https://acttg.eastmoney.com/pub/xxlout_khmbdfcfappnew_random_0007467a"><img src="https://np-newspic..com/download/D25437144255738497376_w690h389.jpg" class="em_handle_adv_close" /></a></p><p class="em_media">（文章来源：券商中国）</p> <!-- 正文中部 内嵌广告 -->
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