BUZZ-美国芯片股在前一交易日短暂企稳后再度下跌10月22日 - ** 周三短暂反弹后,美国半导体股盘前再度下跌
** 芯片制造商股价下跌:英伟达 NVDA.O 跌2.1%,超微半导体 AMD.O 跌4.4%;
** Marvell MRVL.O、应用材料 AMAT.O 和英特尔 INTC.O 跌幅介于4.6%至4.9%之间
** 兰瑞(Lam Research) LRCX.O 下跌7.2%,表现逊于同业,此前该公司预测 (link) 第二季度盈利将超预期,但分析师认为供应链短缺将延缓增长,从而限制盈利预期的上调
** 内存芯片制造商美光(MU.O)下跌3%,而数据存储公司西部数据(WDC.O)和闪迪(SNDK.O)分别下跌3.3%和4.1%
** 德州仪器(TXN.O)微跌0.74%,其第四季度强劲的营收表现抑制了跌幅 (link)
** 受人工智能相关担忧影响,芯片股上周遭遇大幅抛售,本周正试图反弹
** 费城证券交易所半导体指数 .SOX 本周截至周三收盘上涨3.3%,此前该指数上周曾遭遇自2025年3月以来的最大跌幅
** 该指数在前一交易日创下近三周来最大单日涨幅
** 截至上一交易日收盘,该指数 .SOX 今年以来累计涨幅已超过62%
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