异动解读|美国超微公司盘中下跌3.01%,半导体板块持续承压叠加期权大单压制上行

行情直击
Jul 02

7月2日,美国超微公司盘中下跌3.01%,报527.30美元/股,成交额34.85亿美元。该股自6月30日创下580.91美元历史新高后连续两日大幅回调,累计跌幅已逾9%。

消息面上,半导体板块整体持续承压,美光科技跌1.36%,迈威尔科技跌3.99%,英特尔跌1.43%。期权市场出现千万美元级虚值看涨期权卖出大单,其中一笔超1700万美元的卖出580美元Call尤为醒目,显示主力资金对短期上行形成明确压制。此外,市场对低成本AI模型冲击算力投资逻辑的担忧仍在发酵,叠加此前一周芯片股遭遇AI行情启动以来最严重抛售潮,获利回吐压力持续释放。

超威半导体公司推动高性能和AI计算领域的创新,提供广泛的AI优化CPU、GPU、网络和软件解决方案组合,其产品为数据中心、嵌入式系统、AI PC和游戏提供动力。

(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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