异动解读|亚德诺盘中下跌3.13%,费城半导体指数连跌五日创新低带动板块集体承压

行情直击
Jul 29

7月29日,亚德诺盘中下跌3.13%,报354.365美元/股,成交额3.75亿美元。

消息面上,费城半导体指数当日跌近2%,为连续第五个交易日下跌,累计跌幅超13%,指数创5月初以来新低。板块内个股普遍承压,美光科技跌6.3%、美国超微公司跌6.36%、英特尔跌4.57%、英伟达跌2.8%。市场当前正经历从高估值半导体向其他板块的防御性轮动,此前AI产业链龙头估值已处极高水平,获利资金集中离场压力持续释放。此外,此前有机构DCF模型显示ADI内在价值约228美元,与当时市价存在较大溢价,高估值环境下回调压力加大。

(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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