---
title: "隨着英偉達–SK 海力士交易的揭曉，半導體行業損失了 1 萬億美元"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/289116983.md"
description: "半導體行業在美國就業數據強勁和博通業績疲軟引發的市場暴跌中損失了 1 萬億美元，嚴重影響了與人工智能相關的 ETF。同時，英偉達和 SK 海力士宣佈建立戰略合作伙伴關係，共同開發英偉達 Vera 處理器的先進內存，旨在確保供應鏈。儘管出現拋售，分析師仍然認為長期的人工智能基礎設施支出依然強勁，暗示關鍵企業有潛在的復甦機會"
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)
---

# 隨着英偉達–SK 海力士交易的揭曉，半導體行業損失了 1 萬億美元

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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