异动解读|博通盘前下跌3.03%,337调查持续发酵叠加半导体板块集体重挫

行情直击
Jul 17

7月17日,博通盘前下跌3.03%,报363.15美元/股,成交额2083.85万美元。消息面上,美国国际贸易委员会此前正式对特定DRAM设备及下游产品启动337调查,博通被列为七家被告之一,涉案产品涵盖谷歌TPU、英伟达Blackwell和Rubin系列GPU等。该调查源于存储技术企业Netlist提交的专利侵权投诉,若最终裁定侵权成立,相关产品或面临进口排除令。

与此同时,半导体板块延续前一交易日抛压,英特尔跌5.2%、美国超微公司跌5.06%、台积电跌5.04%、美光科技跌4.8%、英伟达跌3.32%,行业整体承压持续对博通形成拖累。尽管博通同日宣布与力成科技在新加坡设立4亿美元面板级先进封装合资企业,但短期板块系统性风险仍主导市场情绪。

(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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