异动解读|NASDAQ100指数ETF盘中下跌3.03%,博通业绩不及预期叠加芯片出口新规重创科技板块

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6月6日,NASDAQ100指数ETF(QQQM)盘中下跌3.03%,报295.73美元/股,成交额8.82亿美元。

消息面上,半导体龙头博通Q2营收低于预期,并将Q3 AI芯片营收指引从市场预期的172亿美元下调至160亿美元,盘后暴跌超13%,拖累整体科技板块。同时,美国落地新规封堵通过东南亚中转对华出口高端AI芯片路径,机构集体下调头部半导体公司长期盈利预测。此前花旗策略师已警告纳斯达克100指数多头仓位极度拥挤,该指数自3月底以来飙升33%,连续近六周处于超买状态,负面催化因素极易引发大规模获利了结。

(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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