美股异动 | 半导体设备股延续跌势 泛林集团(LRCX.US)两日跌超15%

智通财经
Jul 02
【美股异动 | 半导体设备股延续跌势 泛林集团(LRCX.US)两日跌超15%】智通财经APP获悉,周四,美股半导体设备股延续跌势,连续两日大跌,泛林集团(LRCX.US)跌超7%,两日累计跌超15%;科磊(KLAC.US)大跌近8%,应用材料(AMAT.US)跌近7%。Meta出售富余算力,让市场开始担心一个反向情景:如果算力不是绝对稀缺,如果GPU集群存在阶段性闲置,那么“卖铲人”的估值溢价就需要重新评估。不过分析人士指出,真正的关注点在于大厂是否下调AI Capex。如果Capex不降,这只是AI基建商业模式升级。如果Capex下修,那才是AI硬件链需要重新定价的开始。

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