异动解读|台积电盘前上涨3.1%,ARK基金逆势加仓逾2000万美元叠加半导体板块集体反弹

行情直击
Jul 30

7月30日,台积电盘前上涨3.1%,报386.28美元/股,成交额3566.65万美元。

消息面上,ARK基金(木头姐)在芯片股大跌之际逆势买入台积电,旗下ARKK、ARKQ、ARKW、ARKX多只基金合计增持价值2010万美元的台积电股份。此前台积电因日本熊本7.1级地震导致JASM晶圆厂设备检修,连续两日累计下跌超6%,但公司已确认厂区供水、电力及安全系统正常运行,原材料供应无虞,施工已恢复。此外,台积电1.4nm新厂进度超前,首座厂房预计明年4月完工,三星则将1.4nm量产延后至2029年,台积电先进制程领先优势进一步巩固。半导体板块同步反弹,美光科技涨4.15%、英伟达涨2.15%、AMD涨4.94%。

(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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