Tiger Brokers

值得关注个股：SK海力士、芯片股、开云集团、SpaceX

投资观察
5 hours ago

SK海力士（SKHY）；(SK:000660)：这家韩国芯片制造商叫停了旗下存储芯片业务在美国上市的方案，AI交易正显现裂痕。该股在首尔一度下挫，随后在盘中收复失地。美光科技（MU）、英特尔（INTC）、CoreWeave（CRWV）：继昨日遭遇抛售后，AI相关个股盘前谨慎反弹。西部数据（WDC）：这家硬盘驱动器制造商在盘后公布了更高的季度利润与营收，得益于与AI相关的需求。尽管如此，该股盘前仍走低。SpaceX（SPCX）：该股盘前上涨，此前彭博报道称，公司正寻求在全美锁定至少8万个基站站址，以推进其打造无线运营商的计划。电信巨头盘前因竞争加剧的前景而走低，AT&T（T）与Verizon（VZ）均下跌逾3%。开云集团（FR: KER）：这家Gucci母公司因奢侈品需求减弱而录得营收下滑，巴黎上市的该股随之重挫。沃尔沃汽车（SE:VOLCAR.B）：这家瑞典汽车制造商表示将裁减约6%的员工，以力求实现总计5亿美元的成本节约，其股价随之暴跌。Moderna（MRNA）：该股盘前下跌，势将延续昨日的暴跌走势，此前社交媒体上出现了与一项癌症疫苗研究相关的严密保密细节。Meta Platforms（META）：这家Facebook母公司在对其资金的渴求触动了华尔街的神经之后，仍备受关注。

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