异动解读｜iShares费城交易所半导体ETF盘中上涨5.01%，英伟达与SK海力士合作提振板块情绪

行情直击06-08

6月8日，iShares费城交易所半导体ETF盘中上涨5.01%，报568.93美元/股，成交额14.89亿美元。

消息面上，英伟达与SK海力士宣布建立多年期技术合作伙伴关系，双方将围绕全球AI工厂建设所需的下一代内存展开联合研发，并将AI技术应用于半导体芯片设计与制造。根据协议，SK海力士将为英伟达Vera Rubin AI超级计算机、Vera CPU、RTX Spark PC及Jetson Thor机器人计算平台协同开发专用内存，覆盖AI基础设施、个人AI及物理AI三大市场方向。

此前半导体板块在6月5日经历大幅抛售，费城半导体指数单日重挫逾10%。本次合作公告释放了明确的产业链战略信号，叠加黄仁勋明确表态SK海力士将继续是英伟达最大内存合作伙伴，共同推动板块情绪修复与资金回流。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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