金吾财讯 | 美股半导体概念局部走强，截至发稿，美光科技（MU）涨2.58%，迈威尔科技（MRVL）涨2.46%，泛林集团（LRCX）涨0.84%，应用材料（AMAT）涨0.67%，阿斯麦（ASML）涨0.60%，台积电（TSM）涨0.31%。消息面上，据外媒报道，Omdia最新研究报告显示，2026年第二季度全球半导体营收突破4250亿美元，再创历史新高，市场环比增长率达到31.4%，创历史纪录。AI需求和强劲的存储器价格继续成为推动市场的主要动力，使2026年上半年半导体总营收达到7520亿美元。
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