在周四遭遇重挫后,与人工智能相关的芯片股试图反弹

路透中文
Nov 06
BUZZ-在周四遭遇重挫后,与人工智能相关的芯片股试图反弹

11月6日 - ** 周四遭遇大幅抛售后,美国与人工智能相关的芯片股在盘前反弹

** 马维尔(Marvell)MRVL.O、应用材料(Applied Materials)AMAT.O和英特尔(Intel)INTC.O涨幅介于5%至7.4%之间

** 英伟达(Nvidia)NVDA.O上涨4.3%,同业公司超微半导体(Advanced Micro Devices)AMD.O上涨7.2%

** 拉姆研究公司(Lam Research)LRCX.O和克雷多科技公司(Credo Technology)CRDO.O位列涨幅最大的个股之列,分别上涨10.15%和9.7%

** 内存芯片制造商美光(Micron)MU.O上涨8.1%

** 数据存储公司西部数据(Western Digital)WDC.O和闪迪(Sandisk)SNDK.O涨幅介于5.5%至8.9%之间

** 周四,科技股占比较高的纳斯达克100指数.NDX市值蒸发了约2.5万亿美元 (link)

** AJ Bell市场部主管丹·科茨沃思(Dan Coatsworth)在评论民主党横扫选举结果的影响时表示:“人工智能热潮一直以速度见长,如今却面临降速甚至部分‘车轮脱落’的风险。”

** 尽管对过度支出的担忧早已给该行业带来压力,但民主党在中期选举中的胜利却成了压垮骆驼的最后一根稻草,引发了剧烈的抛售浪潮

** 费城SE半导体指数.SOX周四下跌逾12%,触及逾六个月以来的最低点

** 截至上一交易日收盘,SOX指数今年以来累计上涨逾27%

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