异动解读|Tower半导体盘中下跌5.17%,半导体板块技术性熊市延续叠加光通信概念股抛售持续

行情直击
Jul 29

7月29日,Tower半导体盘中下跌5.17%,报192.49美元/股,成交额8530.3万美元。

消息面上,半导体板块系统性抛压延续,费城半导体指数此前已自高点回撤超20%进入技术性熊市,行业个股普遍承压,美国超微公司跌5.25%、美光科技跌4.82%、英特尔跌2.92%、英伟达跌2.5%。此外,康宁此前发布的Q3业绩指引不及预期,隐含环比增速从Q2的9%骤降至3%-6%,引发光通信概念股集体重挫,Tower半导体作为硅光子核心标的受波及明显。公司此前因宣布在日本投资40亿美元扩产硅光子产能单日飙升逾18%,短期获利回吐压力叠加板块利空,连续两日大幅回撤。

(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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