---
title: "随着英伟达–SK 海力士交易的揭晓，半导体行业损失了 1 万亿美元"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/289116983.md"
description: "半导体行业在美国就业数据强劲和博通业绩疲软引发的市场暴跌中损失了 1 万亿美元，严重影响了与人工智能相关的 ETF。同时，英伟达和 SK 海力士宣布建立战略合作伙伴关系，共同开发英伟达 Vera 处理器的先进内存，旨在确保供应链。尽管出现抛售，分析师仍然认为长期的人工智能基础设施支出依然强劲，暗示关键企业有潜在的复苏机会"
datetime: "2026-06-09T01:05:38.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/289116983.md)
  - [en](https://longbridge.com/en/news/289116983.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/289116983.md)
---

# 随着英伟达–SK 海力士交易的揭晓，半导体行业损失了 1 万亿美元

Market rout triggers: A stronger-than-expected U.S. jobs report and weak Broadcom results sparked a $1 trillion semiconductor selloff, hitting AI-linked ETFs hardest. Nvidia–SK Hynix pact: The firms will co-develop advanced memory for Nvidia's Vera processors and other AI systems, securing supply and deepening their strategic ties. Long-term demand intact: Despite the sharp drop, analysts note AI infrastructure spending remains strong, suggesting potential recovery for key semiconductor players.

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