美股异动丨OpenAI暂停训练冲击芯片股,ARM高通重挫

格隆汇
Sep 28
美股半导体板块多数下跌,费城半导体指数跌1.5%;成分股中,ARM跌超8%,高通跌超7%,英特尔跌超4%,迈威尔科技、AMD跌超3%,美光科技跌超2%;英伟达逆市涨超3%。 消息面上,OpenAI突然暂停其最先进AI模型的训练与测试,市场担忧AI开发节奏放缓将拖累芯片需求;同时油价飙升、美债收益率上行,进一步放大了科技股的抛压。 值得注意的是,存储芯片巨头美光科技将在本周三美股盘后发布最新财报,这将成为投资者观察存储芯片以及AI数据中心产业链景气度的重要窗口。

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