亚太股市周一开盘重挫：KOSPI低开3.17% 日经跌1.73% 软银跌4.43% 费城半导体指数八连跌阴霾未散
10月19日亚洲早盘，亚太主要股市承接上周五美股科技股抛售潮普遍低开。韩国KOSPI指数开盘重挫3.17%，报5488.41点，一度失守5500点关口，其后跌幅收窄至1.16%，报5602.12点；三星电子跌0.93%至213500韩元，SK海力士跌1.18%。
日本股市跌势随后扩大：日经225指数低开0.77%报64819.56点，其后跌1.73%至64194.90点，盘中低见63831点、跌幅达2.28%；软银集团跌4.43%至4725日元，铠侠跌2.58%。台湾加权指数跌1.42%至46440.75点，半导体股同步走弱。
抛售源头在上一个交易日的纽约市场：上周五道琼斯工业平均指数跌0.34%报52002.41点，标普500指数跌1.09%报7659.44点，纳斯达克综合指数跌2.15%报26140.03点，标普与纳指均录得近四个月来最大单周跌幅。费城半导体指数当日跌3.83%，为连续第八个交易日下跌，创2008年全球金融危机以来最长连跌纪录，八日累计跌约16%，30只成分股全线下挫；靠大规模举债建设超级智能数据中心的CoreWeave单日跌11.9%，美光科技跌5.63%，AMD跌5.95%，博通跌4.52%。
据路透社报道，市场对超级智能巨额融资需求的忧虑在新一周财报季与中国经济数据公布前持续压制风险偏好。AMP经济学家 My Bui 表示，投资者长期担忧超级智能收入不足以回收庞大的前期投入，而政府债券收益率上升、企业信用利差走阔又在推高融资成本。美联储已进入10月28日政策会议前的静默期。美国股指期货早盘略有回稳，标普500与纳斯达克100期货分别上涨约0.5%与0.8%。本周将有70多家标普500成分股公司发布财报，特斯拉与Meta在列。（GSM 据路透社等报道）
Asia Stocks Tumble at Monday Open: Kospi Down 3.17%, Nikkei Falls 1.73%, SoftBank Sheds 4.43% as Chip Rout Rolls On
Asian share markets opened sharply lower on Monday, October 19, carrying Friday's technology-led rout on Wall Street into the new week. South Korea's Kospi plunged 179.64 points, or 3.17%, to open at 5,488.41, briefly surrendering the 5,500 level, before bargain hunting trimmed the loss to 1.16% at 5,602.12. Samsung Electronics fell 0.93% to 213,500 won and SK Hynix dropped 1.18%.
Japan's Nikkei 225 opened 0.77% lower at 64,819.56 and extended its decline to 1.73% at 64,194.90, having touched an intraday low of 63,831 points, down 2.28%. SoftBank Group fell 4.43% to 4,725 yen and Kioxia lost 2.58%. Taiwan's Taiex index fell 1.42% to 46,440.75 as semiconductor shares weakened across the region.
The selling followed Friday's session in New York, where the Dow Jones Industrial Average fell 0.34% to 52,002.41, the S&P 500 dropped 1.09% to 7,659.44 and the Nasdaq Composite lost 2.15% to 26,140.03; both the S&P 500 and the Nasdaq recorded their largest single-week losses in nearly four months. The Philadelphia Semiconductor Index fell 3.83% on Friday, its eighth consecutive decline — the longest such streak since the 2008 global financial crisis — for a cumulative drop of about 16%, with all 30 components lower. CoreWeave, which has relied on large-scale borrowing to build SI data centres, tumbled 11.9%, while Micron fell 5.63%, AMD 5.95% and Broadcom 4.52%.
Unease over SI's enormous funding needs undermined confidence ahead of a week packed with earnings and Chinese economic data, Reuters reported. 'Investors have long worried that SI revenues won't be sufficient to recoup the massive upfront investment,' said My Bui, an economist at fund manager AMP, adding that rising government bond yields and wider corporate credit spreads are increasing financing costs. The Federal Reserve has entered its communications blackout ahead of its October 28 policy decision. U.S. stock futures offered some relief, with S&P 500 futures up about 0.5% and Nasdaq 100 futures about 0.8%. More than 70 S&P 500 companies report this week, including Tesla and Meta Platforms. (GSM, via Reuters and market reports)
发布：GSM·美国（发布链接）
图片来源：图：东京证券交易所外景（资料图）。图片来源：Wikimedia Commons，CC0。Photo: Outside the Tokyo Stock Exchange (file photo). Image: via Wikimedia Commons, CC0.
GSM Global · 本篇英文版 English edition of this story
