热门话题-美国芯片股再度上涨,内存股领涨
5月13日 - ** 周三早盘,美国芯片制造商股价大涨,全球AI热潮持续发酵,其中内存股领涨
** 美光科技(MU.O)上涨5.8%,闪迪(SNDK.O)攀升4.8%;西部数据(WDC.O)和希捷科技(STX.O)均上涨逾2%
** iShares半导体ETF(SOXX.O)盘前上涨2.1%,今年迄今已飙升71.3%;Roundhill内存ETF(DRAM.K)上涨近6%
** 小型半导体股:Wolfspeed WOLF.N 上涨20%,Everspin Technologies MRAM.O 及 NVE Corp NVEC.O 均上涨8.8%
** 英伟达 NVDA.O 上涨2.1%,开盘即有望创下新高,并首次突破5.5万亿美元市值
** 受亚洲科技股反弹提振,欧洲芯片股 (link) 强势上扬:在政府斡旋下,三星电子 005930.KS 与其工会就薪资协议达成共识 (link) 后,韩国科技股占比较高的韩国综合股价指数(KOSPI) .KS11 也创下历史新高
** 随着人工智能数据中心需求的激增导致芯片短缺,今年全球芯片股涨幅惊人,尽管近期涨幅引发了市场对该行业估值过高的担忧 (link)
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