异动解读｜博通盘中下跌3.07%，存储芯片需求担忧叠加OpenAI IPO或推迟拖累半导体板块普跌

行情直击06-26

6月26日，博通盘中下跌3.07%，报370.985美元/股，成交额18.13亿美元。消息面上，投资者担忧苹果和Xbox产品普遍涨价后芯片需求能否持续强劲，叠加OpenAI正考虑将IPO推迟至明年甚至更晚，市场风险偏好受挫，半导体板块集体承压。

摩根大通交易员指出，OpenAI推迟IPO引发市场对其未来基础设施支出可持续性的担忧，可能放缓AI基建投资节奏。尽管博通前一交易日刚与OpenAI联合发布首款定制推理芯片Jalapeo并获积极反馈，但板块整体情绪疲弱仍主导短期走势。行业个股中，美光科技跌2.08%，台积电跌1.97%，美国超微公司跌1.64%，英特尔跌1.54%。

（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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