--- title: "The Philadelphia Semiconductor Index plunged 12.3% on Thursday on concerns over slowing AI… — 하나증권 — DecisionGateway" description: "statement by 하나증권, recorded recently — verbatim quote and source citation." canonical_url: "https://dgw.tmarket.io/claims/01a1cea2-1aaa-7753-b8d2-d09c2214cfe1" meta: "og:description": "statement by 하나증권, recorded recently — verbatim quote and source citation." "og:image": "https://dgw.tmarket.io/og.jpg" "og:image:alt": "White network of connected nodes crossed by a timeline on black" "og:image:height": "1024" "og:image:width": "1024" "og:title": "The Philadelphia Semiconductor Index plunged 12.3% on Thursday on concerns over slowing AI… — 하나증권 — DecisionGateway" "twitter:image": "https://dgw.tmarket.io/og.jpg" --- > Index of every page on this site: [llms.txt](https://dgw.tmarket.io/llms.txt) statement # **The Philadelphia Semiconductor Index plunged 12.3% on Thursday on concerns over slowing AI infrastructure investment, rebounded 4.2% on Friday, but fell 12.1% for the week.** A statement by [**하나증권**](https://dgw.tmarket.io/actors/01a1cea2-176c-7cf2-87ea-9ed64a8130ca). Statements are as reported by the cited publishers — not verified by DecisionGateway. > *특히 목요일에는 AI 인프라 투자 둔화 우려로 12.3% 급락했으나, 금요일 저가 매수세 유입으로 4.2% 반등했음. 다만 주간 기준으로는 12.1% 하락했음* hanaresearchPublished 2026-11-08 [ Read source](https://t.me/hanaresearch/20909) [**하나증권 dossier **](https://dgw.tmarket.io/actors/01a1cea2-176c-7cf2-87ea-9ed64a8130ca) ## **Discussion** ## **Related claims** [**The Philadelphia Semiconductor Index fell more than 3%.**郭哲榮 · statement](https://dgw.tmarket.io/claims/01a1d7d4-015d-79f4-97db-741f92ad0d0d) [**Semiconductor, chipmaking and AI infrastructure stocks faced heavy selling immediately after the results.**thefinancialexpressonline · statement](https://dgw.tmarket.io/claims/01a1ca38-6eab-706a-994b-dced3b6853f8) [**Nvidia fell due to the fallout from a scandal involving CEO Jensen Huang, but the Philadelphia Semiconductor Index rose, confirming improved investment sentiment.**FICC리서치부 전략/시황: 이경민 · statement](https://dgw.tmarket.io/claims/01a1d733-038b-7349-9e4d-7858709574b0) [**KOSPI turned weak as AI investment sentiment contracted due to successive U.S. big tech corporate bond issuance news and Anthropic's financial burden, and caution ahead of the U.S. midterm elections also limited risk asset preference.**FICC리서치부 전략/시황: 이경민 · statement](https://dgw.tmarket.io/claims/01a1d718-7186-76f9-bff6-f20f9b68b964) [**Shares of the main AI chip maker fell almost 9% today while the rest of the market rose.**thebell\_io · statement](https://dgw.tmarket.io/claims/01a1cb90-7c09-75c9-a748-a822b3cbc009) [**The market worries that political constraints on AI infrastructure investment will grow depending on the outcome of the U.S. midterm elections, but related policy is expected to move toward requiring corporate cost-sharing and securing resident acceptance.**하나 자산배분/해외크레딧 이영주 · prediction](https://dgw.tmarket.io/claims/01a1ceb3-7feb-741a-8064-f98fab1ef4e3) ## **More claims by 하나증권** [**The report reviewed trends and major economic indicators in the U.S. and Chinese stock markets and analyzed valuations and trends by global sector.**statement](https://dgw.tmarket.io/claims/01a1d4ae-b231-7d52-805c-3f604b6a5af0) [**The U.S. should watch AI-related regulation and volatility in the semiconductor sector, while for China domestic demand stimulus and policy effects will be key to a sustained rebound.**statement](https://dgw.tmarket.io/claims/01a1d4ae-b21a-7518-829b-60cdc773571a) [**This report is a weekly report covering global sector trends and indicators rather than a single earnings estimate for an individual company, and it does not provide annual aggregate earnings figures.**statement](https://dgw.tmarket.io/claims/01a1d4ae-b20e-78ef-8998-71366dda0c35) [**An approach centered on core theme ETFs such as generative AI, semiconductors, quality and cybersecurity, and on major big tech stocks, remains valid.**statement](https://dgw.tmarket.io/claims/01a1d4ae-b203-77a2-bb21-b5002bb38a65) [**Ahead of Nvidia's earnings release on 11/18, market attention is focused on Blackwell demand and next-generation GPU supply outlook.**statement](https://dgw.tmarket.io/claims/01a1d4ae-b1f8-780c-a428-efe4735941fd) [All claims by 하나증권](https://dgw.tmarket.io/claims?claimant_id=01a1cea2-176c-7cf2-87ea-9ed64a8130ca) [All claims](https://dgw.tmarket.io/claims) ```json {"@context":"https://schema.org","@graph":[{"@id":"https://dgw.tmarket.io/#website","@type":"WebSite","description":"Decisions, events and falsifiable forecasts from 4,000+ Telegram channels — every claim cited. Read free.","name":"DecisionGateway","url":"https://dgw.tmarket.io/","publisher":{"@id":"https://dgw.tmarket.io/#identity"}},{"@id":"https://dgw.tmarket.io/claims/01a1cea2-1aaa-7753-b8d2-d09c2214cfe1#webpage","@type":"WebPage","description":"statement by 하나증권, recorded recently — verbatim quote and source citation.","name":"The Philadelphia Semiconductor Index plunged 12.3% on Thursday on concerns over slowing AI… — 하나증권 — DecisionGateway","url":"https://dgw.tmarket.io/claims/01a1cea2-1aaa-7753-b8d2-d09c2214cfe1","breadcrumb":{"@id":"https://dgw.tmarket.io/claims/01a1cea2-1aaa-7753-b8d2-d09c2214cfe1#breadcrumb"},"isPartOf":{"@id":"https://dgw.tmarket.io/#website"},"potentialAction":[{"@type":"ReadAction","target":["https://dgw.tmarket.io/claims/01a1cea2-1aaa-7753-b8d2-d09c2214cfe1"]}]},{"@id":"https://dgw.tmarket.io/#identity","@type":"Organization","name":"DecisionGateway","url":"https://dgw.tmarket.io"},{"@id":"https://dgw.tmarket.io/claims/01a1cea2-1aaa-7753-b8d2-d09c2214cfe1#breadcrumb","@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","name":"Home","item":"https://dgw.tmarket.io","position":1},{"@type":"ListItem","name":"Claims","item":"https://dgw.tmarket.io/claims","position":2},{"@type":"ListItem","name":"The Philadelphia Semiconductor Index plunged 12.3% on…","position":3}]},{"@id":"https://dgw.tmarket.io/claims/01a1cea2-1aaa-7753-b8d2-d09c2214cfe1#/schema/quotation/1","@type":"Quotation","dateCreated":"2026-11-08","isBasedOn":"https://t.me/hanaresearch/20909","text":"특히 목요일에는 AI 인프라 투자 둔화 우려로 12.3% 급락했으나, 금요일 저가 매수세 유입으로 4.2% 반등했음. 다만 주간 기준으로는 12.1% 하락했음","url":"/claims/01a1cea2-1aaa-7753-b8d2-d09c2214cfe1","spokenByCharacter":{"@type":"Person","name":"하나증권","@id":"/actors/01a1cea2-176c-7cf2-87ea-9ed64a8130ca"}}]} ``` ## Sitemap See the full [sitemap](https://dgw.tmarket.io/sitemap.md) for all pages.