半导体板块早盘普涨 天数智芯(09903)涨8.98% 地缘风险降温致隔夜美股半导体板块反弹

金吾财讯
Jun 09

金吾财讯 | 半导体板块早盘普涨,康特隆 (01912) 涨 123.21%,纳芯微 (02676) 涨 8.92%,天数智芯 (09903) 涨 8.98%,云英谷科技 (03310) 涨 7.52%,澜起科技 (06809) 涨 4.26%,上海复旦 (01385) 涨 3.06%,中芯国际 (00981) 涨 2.48%,国民技术 (02701) 涨 2.41%,华虹宏力 (01347) 涨 2.33%。

消息面上,地缘风险降温修复风险偏好:美伊暂缓交火、国际油价冲高回落,隔夜美股芯片股随即主导反弹——费城半导体指数单日大涨5.61%,英特尔飙涨11.19%,美光科技涨9.87%市值重回1万亿美元上方。

英伟达CEO黄仁勋周一发言强势提振美股科技股市场情绪:黄仁勋在首尔被媒体问及如何看待当前科技股的剧烈抛售时直言:“我们才刚刚经历这场革命的开端。无论股票市场现在发生了什么,你都应该感到非常高兴,因为现在你可以以折扣价买入。每个人都应该为此感到兴奋。”同时,黄仁勋明确反驳了市场关于“AI基础设施投资见顶”的担忧,他指出,全球AI基础设施的建设依然处于早期阶段,“人工智能将成为全球的基础设施,这已是毋庸置疑的事实,就像当年互联网成为全球基础设施一样。”

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