美股抛售外溢亚洲：韩国KOSPI指数暴跌逾8%触发熔断，三星电子与SK海力士重挫

韩国综合股价指数（KOSPI）11月6日周五在首尔开盘后暴跌，韩国交易所（KRX）上午9时03分启动一级熔断机制，全部股票与衍生品交易暂停20分钟。这是美股11月5日创一年多最大单日跌幅后，芯片与科技股抛售向亚洲市场外溢的第一个熔断事件，发生在美西时间11月5日晚间、首尔周五上午。

熔断触发时，KOSPI指数较前一交易日收盘跌459.19点、跌幅8.52%，报4,924.61点，跌破5,000点、为今年2月6日以来首次；据路透社格林尼治时间00时26分的行情，该指数报4,923.47点、跌约8.6%。KOSPI前一交易日收于5,383.80点。据韩国媒体统计，这是KOSPI今年第11次触发一级熔断；一级熔断在指数较前收跌至少8%并维持一分钟时启动。恢复交易后，指数在5,000点上下大幅震荡，首尔盘面尚未企稳，交易仍在进行中。

芯片股领跌：三星电子（Samsung Electronics）跌10%，SK海力士（SK Hynix）跌13%；电池制造商LG新能源（LG Energy Solution）跌4%，现代汽车（Hyundai Motor）跌6.9%，起亚汽车（Kia）跌4%。韩国交易所其后还对KOSPI与KOSDAQ启动了卖方侧车（sidecar）机制，短暂暂停程序化卖单。

这轮外溢的源头是美股的抛售：纳斯达克综合指数11月5日收跌5.52%、确认进入回调区间，费城半导体指数收跌12.25%，三大指数同创2025年4月以来最大单日跌幅。路透社报道，市场担忧中期选举中民主党横扫国会两院后，超级智能（SI）与数据中心相关政策走向生变，硬件与芯片供应链股票首当其冲；KOSPI在11月5日已先行收跌5.28%。

全球经济研究院院长、前韩国国民年金公团理事长Jun Kwang-woo对路透社表示，现在到了回调的时候，但市场对中期选举结果可能有些反应过度；他说，希望市场很快企稳，因为包括德克萨斯州在内的许多州对数据中心存有顾虑，超级智能基础设施的建设速度可能放慢一点。韩国股市周五的收盘结果与亚洲其他市场表现，本站将以跟进稿续报。

（来源：路透社）

U.S. Selloff Spills Into Asia: South Korea's KOSPI Plunges More Than 8%, Triggers Circuit Breaker as Samsung and SK Hynix Tumble

South Korea's benchmark KOSPI index plunged in early trade in Seoul on Friday, November 6, after the Korea Exchange (KRX) activated a first-level circuit breaker at 9:03 a.m., halting all stock and derivatives trading for 20 minutes. It was the first circuit-breaker halt as the selloff that gave U.S. stocks their worst day in more than a year on November 5 spilled into Asian markets, on Thursday evening U.S. Pacific time and Friday morning in Seoul.

At the moment the breaker was triggered, the KOSPI was down 459.19 points, or 8.52 percent, at 4,924.61, below the 5,000 mark for the first time since February 6; Reuters put the index at 4,923.47, down about 8.6 percent, as of 0026 GMT. The index had closed at 5,383.80 on Thursday. Korean media counted it as the KOSPI's 11th first-level circuit breaker this year; a first-level breaker is triggered when the index falls at least 8 percent from the previous close and stays there for one minute. After trading resumed, the index swung sharply around the 5,000 level and the Seoul market had not yet stabilized, with the session still under way.

Chip stocks led the decline: Samsung Electronics fell 10 percent and SK Hynix lost 13 percent, while battery maker LG Energy Solution slid 4 percent, Hyundai Motor fell 6.9 percent and Kia declined 4 percent. The exchange also triggered sell-side sidecar curbs on the KOSPI and the KOSDAQ, briefly suspending program sell orders.

The spillover came from the U.S. selloff: the Nasdaq Composite closed down 5.52 percent on November 5, confirming a correction, the Philadelphia Semiconductor Index fell 12.25 percent, and all three major U.S. indexes posted their worst day since April 2025. Reuters reported that fresh uncertainty over super intelligence (SI) and data centre policies following the Democratic Party's sweep of Congress in the midterm elections sent shockwaves across hardware and chip suppliers; the KOSPI had already closed down 5.28 percent on November 5.

Jun Kwang-woo, chairman of the Institute for Global Economics in Seoul and a former chairman of South Korea's National Pension Service, told Reuters the market may be overreacting to the midterm election outcome, saying it was time for a correction but that he hoped markets would stabilise very soon, as concerns in many states including Texas could slow the speed of building super-intelligence infrastructure, especially data centres, a bit. Friday's closing results in Seoul and moves in other Asian markets will follow in further reports.

(Source: Reuters)

来源：路透社

发布：GSM·美国（发布链接）

图片来源：图：首尔汝矣岛金融区（资料图），韩国交易所（KRX）首尔中心所在地。照片：S h y numis，CC BY 4.0，经 Wikimedia Commons。 / Yeouido, the finance district of Seoul and home to the Korea Exchange (KRX) Seoul center (file photo). Photo: S h y numis, CC BY 4.0, via Wikimedia Commons.

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