波动性较大的芯片制造商股票成为标普500指数上涨的关键驱动力

环球市场播报

05/17

　　芯片制造商的股票在标普500指数中占据主导地位，推动股市创下历史新高，并引发了人们对这波涨势能否持续的担忧。

　　芯片股目前占标普 500 指数的 18%，创二十多年来新高，如果市场动能发生转变或芯片需求降温，这可能会加剧更广泛的市场抛售。

　　许多投资者认为人工智能服务的普及将打破繁荣-萧条周期，但也有人警告说，半导体公司容易受到商业周期波动和残酷抛售的影响。

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