美股夜盘|半导体、存储继续下挫,AMD、迈威尔、闪迪跌约2%;RKLB跌9%,Neutron首飞推迟至2027年;CoreWeave跌近5%

美股夜盘
Oct 15

10月15日,美股夜盘交易时段,指数继续下挫,纳指期货跌0.74%,夜盘情绪偏空。

芯片股下跌, 三倍做多半导体ETF-Direxion Daily跌3.62%, Cerebras Systems跌2.46%, Astera Labs, Inc.跌2.42%, 美国超微公司跌1.9%, 迈威尔科技跌1.75%, 英特尔跌1.47%, 英特尔跌1.27%, 台积电跌1.19%。其中,三倍做多半导体ETF-Direxion Daily受通胀恶化与偏鹰预期压制板块影响。

光通信股下跌, AXT Inc跌3.1%, 康宁跌2.43%, Lumentum Holdings Inc.跌2.4%。其中,Lumentum Holdings Inc.受板块高位回调延续影响。

存储芯片股下跌, 西部数据跌2.85%, Roundhill Memory ETF跌2.47%, 闪迪跌2.41%, 美光科技跌2.2%, 希捷科技跌1.92%。其中,闪迪受长鑫存储4F²架构进展引发竞争担忧影响。

Rocket Lab USA, Inc.跌8.7%,公司将Neutron首飞推迟至2027年,制造流程问题引发抛压。

CoreWeave, Inc.跌4.94%,股债双杀后高杠杆扩张与融资可持续性受质疑。

亚马逊跌1.18%。

Vertiv Holdings LLC跌2.15%,公司与德勤合作推进人工智能部署的消息未能扭转弱势,行业承压。

Vistra Energy Corp.跌2.17%,市场消化PJM相关监管进展,短线不确定性扰动。

Hut 8 Mining Corp跌2.3%。

Circle Internet Corp.跌2.55%。

Bloom Energy Corp跌2.94%,甲骨文新墨西哥数据中心天然气管道审批延期压制项目预期。

NEBIUS跌3.06%,远期深度虚值看跌期权大单与高管减持压制情绪。

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