金吾财讯 | 半导体板块盘初整体反弹回升，截至发稿，费城半导体指数涨1.40%，成分股中，Arm Holdings（ARM）涨4.83%，高通（QCOM）涨4.14%，Coherent（COHR）涨3.81%，美国超微公司（AMD）涨2.79%，迈威尔科技（MRVL）涨2.82%，英特尔（INTC）涨2.28%，Credo Technology（CRDO）涨2.26%。消息面上，花旗新近研究指，半导体股近期的回调是难得的买入机会，并认为市场对AI支出放缓的担忧已明显过度。花旗认为，AI推理需求的持续增长，加上供应端的持续紧张，将支撑整个产业生态系统的资本投入进一步扩大。
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