异动解读 | 半导体股前景堪忧三倍做空半导体ETF盘前大涨17%

异动解读08-05

在投资者对人工智能(AI)行业投资过热持怀疑态度、英伟达新款芯片或延迟发布、美国就业数据不佳等多重利空消息的影响下,三倍做空半导体ETF(SOXS)今日盘前大涨17.15%,引发市场广泛关注。

知名对冲基金Elliot Management在给投资者的信函中表示,大型科技公司特别是英伟达公司处于"泡沫之地"。该基金认为,大型科技企业对是否继续购买英伟达的图像处理器(GPU)持怀疑态度,因为AI应用程序还没有充分准备好。

另一方面,据报道英伟达向客户表示,其新款Blackwell B200芯片可能会延迟三个月或更长时间发布,批量出货或推迟至2025年第一季度。如果延期,将直接影响英伟达的季度收益。

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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异动解读 | 半导体股前景堪忧 三倍做空半导体ETF盘前大涨17%

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异动解读 | 半导体股前景堪忧三倍做空半导体ETF盘前大涨17%