异动解读|iShares费城交易所半导体ETF盘中上涨5.01%,AI算力需求驱动半导体板块全面走强

行情直击
Jun 02

6月2日,iShares费城交易所半导体ETF盘中上涨5.01%,报600.64美元/股,成交额20.72亿美元。

消息面上,全球半导体板块持续受AI算力革命、存储芯片超级周期及各国政策加码三重逻辑共振驱动。费城半导体指数年内累计涨幅已达81.8%,远超主流指数。数据显示,全球一季度半导体销售额同比增长62.51%,AI服务器出货量预计同比增长120%,带动CPU、GPU、HBM、DDR5及先进封装全产业链需求持续紧张。美国政府向量子计算公司划拨20亿美元推动本土供应链建设,全球主要经济体对半导体产业战略重视持续提升。

该基金为开放式管理投资公司,旨在追踪高盛半导体行业指数的价格及收益表现。

(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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