智通财经APP获悉，周二，半导体板块普跌，Arm Holdings(ARM.US)跌逾6%，美国超微公司(AMD.US)跌逾4%，英特尔(INTC.US)跌4%，台积电(TSM.US)、阿斯麦(ASML.US)跌逾3%，英伟达(NVDA.US)跌近3%，高通(QCOM.US)跌逾2%。
根据FactSet数据，iShares半导体ETF当前远期市盈率接近26倍，明显高于10年平均约19倍水平，并较标普500指数溢价17%。而历史上，该ETF通常相较大盘存在小幅折价。分析人士称，当前市场几乎在“为完美定价”。Interactive Brokers首席策略师Steve Sosnick警告，当前主要风险在于市场预期过高，企业业绩可能难以持续超预期。
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