美股芯片板块在经历上周的剧烈震荡后，周一盘前交易时段集体走高。超威半导体上涨1.52%，英特尔上涨1.08%，英伟达上涨1.08%，高通以2.16%的涨幅领涨芯片板块。
上周，芯片股遭遇自AI行情启动以来最严重的抛售潮，费城半导体指数连续暴跌，美光科技、AMD、英特尔等主要芯片股单周跌幅均超过6%。华尔街投资者因担忧估值过高和AI基础设施投资回报周期过长而纷纷撤离半导体板块。
盘前交易中出现的反弹，与市场对AI算力需求持续升温的预期密切相关。英伟达和AMD作为AI基础设施的核心供应商，持续受益于大模型训练与推理需求的增长；英特尔和高通则分别在端侧AI和边缘计算领域积极布局。此外，美股三大股指期货周一全线上涨，纳斯达克100指数期货涨超1%，整体市场情绪有所回暖。
若乐观情绪延续至正式开盘，芯片股有望在早盘交易中保持上涨势头。不过分析师指出，半导体板块前期涨幅巨大，估值偏高的问题尚未完全消化，加上美联储货币政策的不确定性，短期内芯片股仍可能面临波动，反弹的持续性有待进一步观察。
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