热门话题-芯片股抛售潮导致市值蒸发1万亿美元
6月5日 - ** 周五，美国上市芯片股暴跌，市值蒸发约1万亿美元。随着博通（AVGO.O）本周早些时候发布的疲软财报引发连锁反应，英伟达（NVDA.O）、美光科技（MU.O）和超微半导体（AMD.O）等人工智能领域巨头股价均大幅下挫
** 费城半导体指数 .SOX 最新报跌近8%，有望创下自2025年4月华尔街“解放日”抛售潮以来最大单日跌幅
** NVDA下跌5%，市值蒸发约2,700亿美元。MU下跌9.1%，市值蒸发约1,000亿美元。近期备受追捧的Marvell Technology MRVL.O 回吐10.3%，AMD下跌9.2%
** 周五的跌幅加剧了芯片制造商的整体下行趋势，此前博通周三公布的季度业绩未达市场对其定制AI芯片业务需求的乐观预期 (link)
** 随着就业数据强于预期.N，对利率上升的担忧也令整个美国股市的投资者感到不安
** 自AVGO发布财报以来，SOX指数已下跌约9%，6月至今累计跌幅约为2%
** 得益于对AI相关股票的旺盛需求，SOX指数在2026年至今仍上涨约77%
(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。)
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