---
title: "人工智能推动的芯片需求带动台湾和韩国市场的激增"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/286029108.md"
description: "由人工智能驱动的芯片需求使得台湾和韩国的股市创下历史新高，显著推动了出口和经济增长。自三月以来，新兴市场的股票和债券出现了急剧反弹，投资者的乐观情绪上升，利差收窄至多年低点。然而，油价上涨、潜在的美联储利率变化以及通胀压力等风险可能威胁到这一由人工智能推动的新兴市场反弹"
datetime: "2026-05-12T03:23:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286029108.md)
  - [en](https://longbridge.com/en/news/286029108.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286029108.md)
---

# 人工智能推动的芯片需求带动台湾和韩国市场的激增

Chip demand surge: Taiwan and South Korea stocks hit record highs as AI drives unprecedented semiconductor demand, boosting exports and economic growth. Global investor impact: Emerging market equities and bonds have rebounded sharply since March, with spreads tightening to multi-year lows and investor optimism high. Risks on horizon: Rising oil prices, potential Fed rate changes, and inflation pressures could derail the AI-driven rally in emerging markets.

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