异动解读 | 科磊盘中大跌6.70%,受OpenAI业绩未达标及半导体板块走弱拖累

异动解读
Apr 28

半导体设备制造商科磊今日盘中股价大幅下跌6.70%,成为市场关注的焦点。

消息面上,此次下跌主要受到行业层面负面消息的冲击。据《华尔街日报》报道,人工智能巨头OpenAI未能达到其销售目标,这引发了市场对ChatGPT母公司能否支撑其巨额数据中心开支能力的担忧,进而导致对整个半导体行业,特别是AI芯片未来需求的看空情绪蔓延。受此影响,美国芯片股普遍下挫,科磊作为芯片制造设备的关键供应商,股价也随之受到显著拖累。

此外,科磊即将于次日发布最新财报,尽管此前市场预期偏乐观,但在财报发布前夕,市场情绪趋于谨慎。同时,半导体设备板块延续了上一交易日的弱势格局,板块整体抛压也对科磊股价形成了压力。

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