AI ์ง€์ถœ ์šฐ๋ ค์™€ ์ค‘๊ตญ๊ณผ์˜ ๊ฒฝ์Ÿ ์‹ฌํ™”๋กœ ์ธํ•ด ๊ธ€๋กœ๋ฒŒ ๋ฐ˜๋„์ฒด ๋งค๋„์„ธ๊ฐ€ ๊ฐ€์†ํ™”๋˜๋ฉด์„œ ๋ฏธ๊ตญ ๊ธฐ์ˆ ์ฃผ๊ฐ€ ํ•˜๋ฝํ•  ์ „๋ง์ž…๋‹ˆ๋‹ค. ๋‚˜์Šค๋‹ฅ 100 ์„ ๋ฌผ์€ 1% ํ•˜๋ฝํ–ˆ์œผ๋ฉฐ, ์•„์‹œ์•„ ์ „์—ญ์—์„œ ๋ฐ˜๋„์ฒด ์ฃผ์‹์ด ๊ธ‰๋ฝํ–ˆ๊ณ  ํ•œ๊ตญ ์ฝ”์Šคํ”ผ ์ง€์ˆ˜๋Š” 11% ํ•˜๋ฝํ–ˆ์Šต๋‹ˆ๋‹ค. ์ผ๋ถ€ ์ „๋žต๊ฐ€๋“ค์€ ์ด๋ฒˆ ํ•˜๋ฝ์„ AI ์„ฑ์žฅ ์ถ”์„ธ ๋‚ด์˜ ๊ฑด์ „ํ•œ ์กฐ์ •์œผ๋กœ ๋ณด๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.

[AI๋กœ ์ž๋™ ์ƒ์„ฑ๋œ ํ•ด์„]
๋ฐ˜๋„์ฒด ์„นํ„ฐ์˜ ๊ธ‰๋ฝ์€ ๋‚˜์Šค๋‹ฅ ๋ฐ ๊ธฐ์ˆ ์ฃผ ์ „๋ฐ˜์˜ ๋ณ€๋™์„ฑ์„ ํ‚ค์šฐ๋Š” ์š”์ธ์ด๋ฉฐ, ์ตœ๊ทผ ์ผ๋ณธ ์ง€์ง„ ์ด์Šˆ์™€ ๋”๋ถˆ์–ด ์‹œ์žฅ์˜ ์œ„ํ—˜ ํšŒํ”ผ ์‹ฌ๋ฆฌ๋ฅผ ์ž๊ทนํ•  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.

[์›๋ฌธ]
TECH STOCKS HIT AS CHIP SELLOFF DEEPENS

US tech stocks look set to fall as a global chip selloff accelerates, driven by concerns over AI spending and rising competition from China.

Nasdaq 100 futures dropped 1%, while semiconductor stocks tumbled across Asia, with South Korea's Kospi down 11%.

Despite the pullback, some strategists see the selloff as a healthy correction within a longer-term AI growth trend rather than the end of the rally.
(@WalterBloomberg)