美芯片股强势反弹 英特尔(INTC)涨5.23% 美债收益率回落及英伟达财报促进涨势

金吾财讯
May 20

金吾财讯 | 芯片股强势反弹,英特尔 (INTC) 涨 5.23%,莱迪思半导体 (LSCC) 涨 3.82%,美国超微公司 (AMD) 涨 3.59%,特斯拉 (TSLA) 涨 1.24%,美光(MU)涨3.16%,思科(CSCO)涨1.05%,台积电 (TSM) 涨 0.94%。

消息面上,此前多个交易日,半导体板块因美债收益率攀升和获利了结压力连续走低。随着收益率在周三早盘回落,资金回流迹象明显。市场普遍认为,在英伟达财报公布前夕,板块回暖反映了投资者对AI算力需求前景的信心修复。

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