今天，亚太股市集体下跌，因为什么？

Group 1: Company Performance - SMIC's net profit in Q3 increased by 43%, with capacity utilization reaching 95.8%, indicating near full production capacity. Annual sales revenue is expected to exceed 9 billion yuan [1] - Despite Q4 typically being a slow season, SMIC's CEO noted that demand remains strong, leading to a supply-demand imbalance in production lines [1] - The current memory market is experiencing a supply shortage, with prices rising significantly, and the pace of capacity expansion in both the foundry and memory sectors is expected to increase next year [1] Group 2: Market Reactions - Goldman Sachs has issued a "buy" rating for SMIC, setting a target price of 117 HKD, while the stock closed at 75 HKD, indicating potential upside [1] - Despite positive earnings reports, SMIC's stock experienced a quick rise followed by a decline, suggesting a possible profit-taking scenario [1][2] Group 3: Broader Market Context - The Asia-Pacific stock markets collectively declined, influenced by a significant drop in U.S. stocks, particularly the Nasdaq, which fell by 2% due to uncertainties regarding the Federal Reserve's interest rate decisions [4] - A-shares opened lower but managed to recover slightly, with the Shanghai Composite Index fluctuating around the 4000-point mark, indicating a struggle between upward momentum and market sentiment [4][5]