美股异动|特朗普斥AI担忧是骗局,半导体股集体反弹,高通涨超4%

格隆汇
Yesterday
半导体股集体反弹,高通涨超4%,英特尔、迈威尔科技涨超3%,SK海力士、AMD涨超2%,英伟达、美光科技涨超1%。 消息面上,9月14日,英伟达CEO黄仁勋在洛杉矶All-In峰会演讲时,接到特朗普电话并开启免提。特朗普将AI危险论斥为"骗局",还将数据中心比作"未来二三十年的石油",称其重要性"超过互联网"。黄仁勋当场表态赞同,表态“不会让(AI放缓)发生”。 花旗报告指出,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。该行认为,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。(格隆汇)

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