8月3日，美国超微公司盘前下跌3.18%，报460.52美元/股，成交额1.43亿美元。
消息面上，费城半导体指数盘前整体下跌，美光与泛林领跌，半导体板块承压明显。公司将于8月4日盘后发布第二季度财报，市场一致预期营收约113亿美元，同比增长约47%-52%，每股收益预期1.61美元。在财报发布前夕，投资者对AI算力需求持续性仍存分歧，叠加此前板块自6月高点回撤近19%，盘前资金倾向于观望。同板块中，美光科技跌5.18%、SK海力士跌4.46%、英特尔跌3.23%、博通跌1.61%、英伟达跌1.27%，板块普跌格局显著。
（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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