科技股财报后遗症显现 市场迎来获利了结潮

投资观察
May 13

科技板块今日遭遇重挫,美光与英特尔跌幅均接近10%,高通更是暴跌15%。

这些科技巨头究竟为何承压?部分原因在于半导体及其他近期表现火爆的人工智能相关股票,正经历一次自然的回调喘息。(即便经历了今日的下跌,英特尔、高通和美光在过去一个月内的累计涨幅仍超过50%。)

包含这三家公司以及英伟达、博通等其他大型科技股的费城半导体指数,日内跌幅约6.5%,势将创下一年多以来最剧烈的百分比跌幅。

Infrastructure Capital Advisors首席执行官杰伊·哈特菲尔德表示,在经历了数周令人屏息的季度财报后,市场回调在所难免。“财报季催生贪婪,而其后则滋生恐惧,”他补充道,与战争相关的高油价以及韩国股市显露疲态的报告,都让投资者变得更加紧张不安。

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