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large;\">全球存储芯片板块周一遭遇了大幅抛售，这背后的原因是多方面的。一方面，投资者对人工智能(AI)基础设施投资的担忧情绪升温；另一方面，长鑫存储母公司长鑫科技(688825.SH)的成功上市也加剧了市场的波动。在这种情况下，SK海力士(SKHY)的美国存托凭证在上市仅一个月后就跌破了发行价，而美光科技(MU)和闪迪(SNDK)等存储芯片股也随之同步下跌。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">周一，SK海力士ADR一度下跌10%，最低触及139.01美元，这一价格甚至跌破了其7月9日IPO时的发行价149美元，最终收报143.02美元，较发行价低约4%。值得一提的是，此次IPO募资规模高达265亿美元，成为今年全球最大的几起IPO之一。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">市场持续撤离此前涨幅较大的AI半导体板块，使得费城半导体指数继续走低，创下自5月19日以来的新低点。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">AI基础设施投资的担忧加剧成了本轮调整背后的主要原因。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">英伟达(NVDA)正洽谈一项规模超过7500亿美元的AI基础设施项目，并计划为OpenAI相关数据中心提供融资支持的消息传出后，市场对AI产业链未来资本开支持续扩大的担忧随之升温。受此影响，英伟达信用违约掉期价格周一创下历史最大单日涨幅，反映出投资者风险偏好的明显下降。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">就在股价遭遇大幅下跌之际，SK海力士宣布将联手英伟达，在韩国打造一座规模超过2吉瓦(GW)的AI数据中心，这相当于能够满足大约150万户家庭的用电需求。而首座名为“AI工厂”的数据中心，则由SK Telecom负责建设，并计划于明年正式投入运营。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">市场对AI产业不断增长的巨额投资及其未来的收益潜力更为关注，因此尽管传来了一则好消息，股价并未因此受到鼓舞。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">长鑫科技周一成功在上交所挂牌上市，其开盘即大涨466%，市场价值瞬间攀升至约4840亿美元，这一股价表现进一步加剧了业内对激烈市场竞争的担忧。公司专注于DRAM存储芯片的生产，直接与SK海力士、美光及三星电子等巨头展开竞争。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">受市场情绪影响，美光股价在周一下跌了2.25%，闪迪的跌幅更是达到了惊人的11.02%。与此同时，国内另一家存储芯片厂商长江存储也计划在今年稍晚时候启动IPO，其主打NAND Flash闪存产品，未来将与美光、闪迪和SK海力士展开激烈竞争。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: 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