6月11日，美股芯片板块再度迎来“黑色星期三”。费城半导体指数跌3.57%，纳指跌近2%，道指重挫953点，迈威尔科技、台积电、AMD跌超4%，英伟达跌3.73%。而这距离博通（Broadcom）引发的那场史诗级暴跌，仅仅过去一周。与此同时，行业高管密集发声，传递出芯片需求依旧旺盛的信号。 一边是资本市场的惊魂抛售，一边是产业高管的笃定信心，AI算力叙事是否迎来分水岭？ “博通劫”：亮眼财报...
Source Link6月11日，美股芯片板块再度迎来“黑色星期三”。费城半导体指数跌3.57%，纳指跌近2%，道指重挫953点，迈威尔科技、台积电、AMD跌超4%，英伟达跌3.73%。而这距离博通（Broadcom）引发的那场史诗级暴跌，仅仅过去一周。与此同时，行业高管密集发声，传递出芯片需求依旧旺盛的信号。 一边是资本市场的惊魂抛售，一边是产业高管的笃定信心，AI算力叙事是否迎来分水岭？ “博通劫”：亮眼财报...
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