经历短暂回调后，半导体板块周三迎来强劲反弹。iShares半导体ETF盘中上涨逾2%，收复前一日部分失地。
个股全面走高，多只明星股涨幅可观
Marvell Technology领涨板块，涨幅超过5%，一度涨至约176美元。该股周二收盘价为176.27美元，当日上涨4.34%。Evercore ISI最新报告将Marvell目标价从133美元上调至155美元，维持“跑赢大盘”评级，指出其在英伟达AI生态系统中的角色日益重要。
英特尔盘前上涨4.9%，延续前一日2.43%的涨幅。Benchmark分析师将目标价上调至140美元，花旗也调升至130美元，认为市场低估了英特尔的盈利潜力。英特尔一季度每股收益0.29美元，远超市场预期的0.01美元。
美光科技和高通均涨逾3%。美光周二收于698.74美元，上涨2.52%。花旗将其目标价从425美元大幅上调至840美元，瑞穗证券也从740美元上调至800美元，预期NAND和DRAM定价强势将持续至2027年。
反弹逻辑：回调后的技术性修复
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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