盘前异动|算力概念中概股普涨,Swarmer续涨42%,存储概念继续拉升

老虎资讯综合
Mar 18

3月18日周三,美股三大指数期货在盘前时段集体上涨。今日关注:美国2月PPI数据;美联储公布利率决议(次日凌晨2:00);鲍威尔召开新闻发布会(次日凌晨2:30)。

中国云厂商集体宣布涨价,AI算力相关中概股盘前集体走强,金山云 大涨逾15%,百度涨超3%,阿里巴巴涨2.6%,万国数据涨近6%。

无人机公司 Swarmer, Inc. 盘前续涨超40%,昨日上市首日狂飙520%,创近五年来第二佳IPO表现。Swarmer主要开发无人机自主控制软件,其技术能够使多架无人机形成“蜂群式协同作战”,并允许操作人员同时控制数十甚至数百架无人机执行任务。这种系统能够显著提高作战效率,同时降低整个无人机编队被单点打击瘫痪的风险。

存储概念股盘前延续上日涨势,闪迪涨近4%,美光科技涨3%,希捷科技、西部数据涨2.6%。消息面上,SK海力士集团董事长崔泰源近日表示,全球芯片晶圆短缺局面预计将延续至2030年,短缺幅度可能超过20%。另一存储巨头三星电子的工会成员今日投票决定罢工。本次罢工通过意味着将在5月中断芯片生产,可能加剧全球半导体供应瓶颈。

美股光通信概念股盘前强势反弹, Applied Optoelectronics Inc. 涨超9%,Lumentum涨7%,Coherent涨超5%,康宁涨3%。

Rocket Lab USA, Inc. 盘前跌近4%,拟根据股权分配协议发售至多10亿美元股票。

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