异动解读｜闪迪夜盘下跌3.14%，博通业绩不及预期引发芯片存储板块持续承压

行情直击06-05

6月5日，闪迪夜盘下跌3.14%，报1704.5美元/股，成交额8497.08万美元。

消息面上，博通第二财季营收221.9亿美元低于市场预期，第三财季AI半导体营收指引约160亿美元，不及分析师平均预期的172亿美元，全年AI芯片营收指引560亿美元同样低于预期的576亿美元。博通股价收跌超12%，拖累半导体板块全线走低，费城半导体指数盘中一度跌超6%。存储板块同步承压，美光科技跌近8%，西部数据、希捷科技均有不同程度下跌。此外，通胀预期升温及日本央行加息预期对成长股构成额外压力。

（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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