金吾财讯 | 费城半导体指数盘初大跌5.95%，成分股中，MACOM Technology Solutions（MTSI）跌10.51%，Coherent（COHR）跌9.86%，泰瑞达（TER）跌9.55%，Astera Labs（ALAB）跌9.26%，迈威尔科技（MRVL）跌9.05%，泛林集团（LRCX）跌8.11%，Credo Technology（CRDO）跌8.06%，应用材料（AMAT）跌7.97%，Arm Holdings（ARM）跌7.88%，Nova（NVMI）跌7.70%，Rambus（RMBS）跌7.55%，英特尔（INTC）跌7.36%，英特格（ENTG）跌7.21%，美光科技（MU）跌7.22%，阿斯麦（ASML）跌6.75%，科磊（KLAC）跌6.21%，美国超微公司（AMD）跌6.31%。消息面上，受AI板块抛售潮影响，半导体板块跟随承压。近日，Anthropic CEO、OpenAI CEO以及马斯克三人接连发表“AI研发需要放缓”言论，引发市场对AI概念股的恐慌抛售。其中，OpenAI相关人员更是放出了年内不会推进上市的消息。
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