8月3日，博通盘中下跌3.14%，报377.32美元/股，成交额11.95亿美元。
消息面上，研究机构SemiAnalysis最新报告指出，英伟达Rubin Ultra预览版规格低于市场此前预期，AI服务器厂商开始重新平衡成本投入。随着HBM价格持续上涨，Rubin Ultra单机架物料成本一度由约660万美元升至800万美元，引发市场对AI算力基础设施投入节奏放缓的担忧。报告同时指出，近期AI存储板块股价大幅波动更多反映杠杆资金出清及外资获利了结带来的短期冲击。半导体板块整体承压，美光科技跌4.6%，英特尔跌3.15%，AMD跌2.13%。
（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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