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市场动态:美国科技巨头释放人工智能支出放缓信号后,SK海力士股价上涨13%

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-- 据路透社当日报道,SK海力士(KRX:000660)股价周一收盘上涨近13%,创下每股144.7万韩元的新高。此前,四大美国科技巨头均表示,人工智能领域的支出不会放缓。 报道称,微软和Meta宣布了规模超出预期的资本支出计划,部分原因是内存芯片价格上涨,同时两家公司也对各自的投资保持信心。预计到2026年,人工智能领域的总支出将超过7000亿美元,高于此前预测的约6000亿美元。 此外,报道还指出,韩国央行高级副行长柳相大表示,当前的芯片市场繁荣可能会比以往周期持续更长时间。三星电子(KRX:005930)和SK海力士在4月份的财报电话会议上也表达了类似的观点。 (市场动态新闻来源于与全球市场专业人士的对话。这些信息据信来自可靠来源,但可能包含传闻和推测。准确性无法保证。)

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