日韩股市大跌,科技股成重灾区
财联社·2025-11-21 02:29

Market Overview - The Asia-Pacific markets opened sharply lower, following the overnight decline in US stocks, with the Korean Composite Index dropping over 4% at one point [1] - The Nikkei 225 Index fell by 2.21%, closing at 48,772.01 points [3] - The Korean Kospi Index decreased by 3.27%, ending at 3,873.79 points [4] - Taiwan's Weighted Stock Index dropped by 2.72%, closing at 26,679.22 points [6] - The Australian S&P/ASX 200 Index opened down by 2% and is currently down 1.35%, at 8,436.9 points [9] Sector Performance - The technology sector was notably affected, with concerns over inflated valuations of AI-related stocks leading to renewed sell-offs [10] - SoftBank, a major tech investor in Japan, saw its stock price drop by 11%, marking the largest decline since November 5 [11] - In the Korean market, major memory chip manufacturers SK Hynix and Samsung Electronics experienced stock price declines of 9% and 5%, respectively [12] US Economic Data Impact - Recent US non-farm payroll data did not provide clear guidance on interest rate outlooks, despite Nvidia's strong earnings report [2][12] - The US added significantly more jobs than expected in September, but prior months' data were revised downwards, and the unemployment rate increased, adding uncertainty to the Federal Reserve's potential rate cuts [13] - Current market pricing indicates a 40% chance of a 25 basis point rate cut next month, which poses challenges for investors hoping for lower borrowing costs [14]