iShares费城交易所半导体ETF（SOXX）在今日夜盘交易时段大涨5.01%，引起了市场的广泛关注。
消息面上，全球半导体产业链正掀起一轮全行业涨价潮。从英飞凌、德州仪器等国际IDM大厂，到晶合集成、普冉股份等国内头部厂商，近期密集发布调价通知，行业从价格竞争转向利润修复阶段。分析指出，本轮涨价由供给端成本压力与AI需求增加共同推动，叠加国内产业政策托底，半导体企业盈利预期有望得到直接提振。与此同时，英特尔宣布正式加入马斯克寄予厚望的Terafab半导体项目，将帮助重构芯片技术，这一合作进一步增强了市场对半导体行业技术发展与未来产能的乐观预期。
此外，港股市场半导体股今日也集体上扬，天数智芯、华虹半导体、中芯国际等个股均大幅上涨，反映了全球半导体板块的积极情绪。券商分析师普遍认为，在AI需求爆发与产业国产化双轮驱动下，半导体行业已迈入新一轮成长周期。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.