金吾财讯 | 美股半导体板块盘中走强，截至发稿，费城半导体指数涨1.88%，成分股中，Credo Technology（CRDO）涨6.63%，迈威尔科技（MRVL）涨4.98%，Coherent（COHR）涨5.01%，MACOM Technology Solutions（MTSI）涨4.41%，英特尔（INTC）涨4.40%，Astera Labs（ALAB）涨4.22%，美国超微公司（AMD）涨4.04%，Arm Holdings（ARM）涨3.38%，泰瑞达（TER）涨3.40%。消息面上，美银证券研究认为，虽然市场忧虑人工智能基建投资或会放缓，惟客户订单、长期协议、产能承诺及半导体定价未见放缓迹象，2027年整个算力、网络及记忆体供应商产能已大致被预订或签约，并预期2028年仍偏紧。该行指出，半导体股的估值仍具吸引力，惟在中期选举前及宏观忧虑缓和前，仍持审慎态度。
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