Core Viewpoint - Kioxia's stock plummeted over 12% in the Japanese stock market due to concerns over high valuations of global AI-related companies following news of a major shareholder's plan to sell shares [1] Group 1: Shareholder Actions - BCPE Pangea Cayman LP, backed by Bain Capital, plans to sell 36 million shares of Kioxia to overseas investors [1] - The estimated value of this transaction is approximately 355 billion yen (around 2.3 billion USD) based on the closing price of 9,853 yen on Tuesday [1] Group 2: Market Reactions - Kioxia's stock had previously benefited from expectations of rapid growth in AI demand, reaching an all-time high earlier this month [1] - Despite a recent decline, Kioxia's stock price remains several times higher than its initial public offering price of 1,455 yen per share [1] Group 3: Financial Performance - Kioxia's quarterly performance did not meet market expectations, contributing to a significant drop in its stock price [1]
AI估值忧虑上升！铠侠日股大跌12% 遭大股东减持23亿美元
智通财经网·2025-11-26 02:12