涨疯了的芯片,还能持续吗?

半导体行业观察
Sep 25

公众号记得加星标⭐️,第一时间看推送不会错过。来源:内容编译自晨星。得益于人工智能技术支出的激增,半导体股有望迎来又一个辉煌的一年。在4月份经历了比大盘更深的跌幅之后,该行业在今年夏天强势反弹,晨星全球半导体指数2025年迄今已上涨 34% ,是整个美国股市回报率的两倍多。一些股票的涨幅甚至更为惊人,例如博通(AVGO)今年上涨了47%。行业领头羊英伟达(NVDA)上涨了33%。但投资者是否会在...

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