9月3日，美国超微公司盘中下跌3.32%，报447.68美元/股，成交额12.75亿美元。
消息面上，美伊军事冲突骤然升级推动国际油价暴涨逾5%，WTI原油突破90美元关口，10年期美债收益率升至4.79%刷新近20个月高位，市场对美联储9月加息25个基点的预期概率已升至约68%。通胀与加息忧虑持续压制科技成长股估值，半导体板块集体走弱，费城半导体指数此前已连续三日承压。
行业个股中，博通跌5.82%、SK海力士跌3.33%、美光科技跌1.87%、英特尔跌0.7%，板块抛压明显。此外，近期AMD期权市场偏空信号密集，当日一笔近280万美元的跨期CALL卖方价差收租组合叠加虚值Put买入，资金整体押注短线难破上方压制。当前AMD动态市盈率约119倍，高估值下回调压力进一步加大。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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