异动解读 | 芯片股全面上涨,莱迪思半导体盘中大涨7.28%

异动解读
Nov 10

周一盘中,莱迪思半导体(LSCC)股价大涨7.28%,表现亮眼。这一涨势是在整个芯片板块普遍走强的背景下发生的。

数据显示,美股三大指数今日全线上涨,其中纳斯达克指数涨幅最为显著,一度上涨超过2%。芯片股成为市场关注的焦点,除莱迪思半导体外,美国超微公司(AMD)、英伟达(NVDA)、博通(AVGO)等芯片巨头均出现不同程度的上涨。

值得注意的是,高盛分析师认为,近期美股市场约5%的回调属于AI周期中的正常年末季节性波动,并非涨势终结的信号。高盛交易员表示,在季节性因素、AI投资周期处于早期阶段以及机构仓位相对较轻等因素的共同作用下,年底前市场仍有上涨空间。这一观点可能进一步提振了投资者对科技股,尤其是芯片股的信心。

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