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Following韩国9月前20天半导体出口额同比激增259%
据韩国海关数据显示，韩国在9月的前20天内出口了价值341.2亿美元的半导体产品，较去年同期增长了259%。在此期间，总出口额创下714亿美元的历史新高，这意味着芯片出口占据了该国对外发货总量的近一半。
这一数据有力地提振了周一全球半导体板块的股价。在美国盘前交易中，英特尔（Intel）、美光科技（Micron）和超威半导体（AMD）均实现上涨；与此同时，随着投资者重新评估近期人工智能（AI）股票抛售是否过度，亚洲芯片制造商的股价也同步走强。
实体贸易数据印证AI需求
韩国数据的关键意义不仅在于出口额的增加，更在于结构性的变化。半导体出货量创纪录地达到341亿美元，其在总出口中的占比攀升至47.8%，同样刷新了9月1日至20日期间的历史纪录。其中，对华出口额翻倍以上，达到166亿美元；对美出口额则飙升118%，达到142亿美元。
这些数据为上周全球AI股票的抛售潮提供了有力的反证。当时，受估值过高以及AI发展速度放缓的担忧影响，英伟达、SK海力士、英特尔和软银等公司的股价均出现大幅下跌。最新数据表明，尽管投资者正在争论AI股票是否定价过高，但底层的硬件周期仍在扩张。
Memory chips are becoming a yardstick for AI demand
South Korea occupies an important position in the global market because Samsung Electronics and SK Hynix are at the heart of the global memory supply chain, especially high-bandwidth memory (HBM) used for AI accelerators. This demand has completely changed the valuation logic of chips. Micron Technology has recently become one of the strongest five-year technology stocks in the S & P 500 Index after South Korea's Kospi index soared more than 20% as AI-memory-related stocks recovered.
In addition, falling oil prices have also contributed to the recent rebound, easing inflationary pressures and bond yield burdens that have weighed down high-priced technology stocks. Brent crude oil prices retreated from levels above $109 last week and moved closer to around $102.
