全球芯片制造商市值暴跌逾5000亿美元 AI泡沫与高估值引发抛售潮

Core Viewpoint - The significant decline in the market value of global semiconductor manufacturers highlights growing investor concerns over the high valuations of tech stocks, particularly in the context of potential prolonged high interest rates [1] Group 1: Market Impact - The Philadelphia Semiconductor Index and the index tracking Asian chip stocks collectively lost approximately $500 billion in market value due to a sell-off [1] - The recent downturn indicates that the surge in semiconductor stocks driven by the AI boom has become excessively overstretched [1] Group 2: Investor Sentiment - Since the low in April, semiconductor manufacturers' market value had increased by several trillion dollars as investors bet on a surge in AI computing demand [1] - The current market correction reflects increasing concerns regarding the industry's profit outlook and excessively high valuations [1] Group 3: Expert Commentary - Chris Weston, head of research at Pepperstone Group, described the market as a "sea of blood," indicating a grim risk outlook and suggesting that the adjustment could potentially widen further [1] - Weston noted that there are currently almost no reasons to buy into the market [1]