英伟达市值一夜蒸发近2万亿元,半导体股集体下跌
MPA
发表于 3 Dayago
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此外,消息人士还表示,作为对该公司更广泛调查的一部分,美国司法部调查人员一直在核查英伟达的销售行为,包括英伟达是否以购买其他产品或承诺不从竞争对手那里购买芯片为条件。
自上周英伟达发布业绩报告以来,英伟达股价三个交易日累计下跌14%。
除英伟达外,周二半导体股集体大跌。英特尔下跌8.8%,格芯下跌8.57%,美光科技下跌7.96%,超威半导体(AMD)下跌7.82%,高通下跌6.88%,台积电下跌6.57%,阿斯麦下跌6.47%,博通下跌6.14%。
芯片股指费城半导体指数下跌近7.8%,创一个月前8月5日"黑色星期一"以来最大跌幅,以及今年内第二大跌幅,该指数的30只成份股跌幅均不低于5.4%。其中安森美半导体、KLA Corp.和Monolithic Power Systems Inc.跌幅超过9%。芯片股ETF半导体指数ETF-VanEck(SMH.US)收跌7.5%,创2020年3月以来最大跌幅。
摩根资产管理的市场和投资策略主席Michael Cembalest警告称,除非科技界以外的公司对人工智能服务的需求开始增长,否则对人工智能的支出将难以证明合理性。贝莱德智库负责人Jean Boivin认为在人工智能腾飞之前,"需要耐心等待",这个过程需要"数年,而不是几个季度。"
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Disclaimer: The views expressed in this article are those of the author only, this article does not represent the position of CandyLake.com, and does not constitute advice, please treat with caution.
Disclaimer: The views expressed in this article are those of the author only, this article does not represent the position of CandyLake.com, and does not constitute advice, please treat with caution.
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