日经225指数下跌1741日元（-2.47%）至68733点，AI及半导体股因AI投资担忧暴跌
英文摘要
The Nikkei 225 fell 1,741 points (2.47%) to close at 68,733, driven by sharp declines in AI and semiconductor stocks. Kioxia plunged as much as 14.8% intraday, nearly 30% below its recent high, while Tokyo Electron and Advantest also weakened. The sell-off was triggered by a 6.2% drop in the US Philadelphia Semiconductor Index (SOX), spreading bearish sentiment. Beyond profit-taking, the market is increasingly questioning the sustainability of massive AI investments.
中文摘要
日经225指数下跌1741点（-2.47%），收于68733点，AI与半导体板块领跌。Kioxia盘中一度暴跌14.8%，较其高点已回落约30%，Tokyo Electron和Advantest也表现疲软。下跌源于美国费城半导体指数（SOX）重挫6.2%，悲观情绪蔓延。市场不仅获利回吐，更对AI投资的可持续性产生疑虑。
关键要点
The Nikkei 225 dropped 1,741 points (-2.47%) to close at 68,733.
日经225指数下跌1741点（-2.47%），收于68733点。
AI and semiconductor stocks led the decline, with Kioxia plunging up to 14.8% intraday, nearly 30% below its peak.
AI及半导体股领跌，Kioxia盘中跌幅高达14.8%，较高点已回落约30%。
The sell-off was sparked by a 6.2% drop in the US SOX index, raising market concerns about the sustainability of AI capital expenditures.
抛售由美国SOX指数大跌6.2%引发，市场对AI资本支出的可持续性感到担忧。