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2026年10月13日 08:01 · 卫报商业 · MiniMax-M3

芯片股下跌：Broadcom老板将AI投资比作赌场

Chip stocks slide after Broadcom boss likens AI investing to ‘casino’

FactGuard 75 10,232 tok 原文 ↗

事件本质：Broadcom CEO 将当前部分 AI 投资行为类比为"赌场"赌徒〔未提供来源〕，叠加中国存储芯片厂 CXMT 宣布新型芯片架构进展〔SRC〕，触发亚洲半导体板块集中抛售，韩国 KOSPI 单日跌 6.

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