Issue 2026-10-16 · Industry · 市场 · 芯片
AI euphoria fades as chip stocks slump nearly 9% in a week

AI-related stocks fell sharply as China's CXMT unveiled a new memory chip, stoking overproduction fears, and US September inflation came in above expectations; the SOXX index dropped nearly 9% over five sessions. Investors are questioning whether hundreds of billions in AI spending will deliver expected profits.
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