需求走弱拖累下 韩国1月科技产品出口一年多来首次下滑
智通财经APP获悉，由于来自中国的需求在春节假期期间大幅下降，韩国科技产品出口一年多来首次出现下滑。韩国当局周四在一份声明中表示，1月包括内存芯片、智能手机和电脑在内的科技产品出口较上年同期下滑了0.4%。
科技产品是韩国出口的产品中最赚钱的产品。韩国政府每个月都会发布专门针对这一领域的单独统计数据。去年，全球人工智能技术的发展带动了对SK海力士和三星电子生产的高带宽内存(HBM)的需求，令韩国的半导体销售出现了大幅增长。
不过，随着DeepSeek“低成本+高性能”开源模型引发对高端人工智能芯片需求前景的担忧，人们开始担心，对HBM的需求也可能会出现下滑。此外，在特朗普重返白宫并大搞保护主义的背景下，人们担心全球贸易可能会在关税及贸易战的影响下降温，而这对依赖全球贸易实现经济增长的韩国来说并不是一个好消息。
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