7月16日，博通盘中下跌3.68%，报380.48美元/股，成交额8.99亿美元。
消息面上，美国国际贸易委员会（ITC）当日宣布发起337调查，直接冲击半导体板块情绪，英伟达跌超2%，费城半导体指数跌3%。半导体板块盘初普跌，ARM跌超6%，迈威尔科技跌超4%，AMD、高通、英特尔跌超3%，台积电跌超2%，行业系统性抛压拖累博通同步走弱。
近期博通虽获苹果超300亿美元多年期定制芯片大单支撑，且摩根士丹利将其定义为仅次于英伟达的"核心AI赢家"，法国巴黎银行亦上调目标价至675美元，但短期内板块高估值消化叠加高管持续减持仍对市场情绪构成压制。
（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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