异动解读｜半导体指数ETF-HOLDRs盘前下跌3.02%，三星业绩引发抛售延续叠加大摩喊话卖芯片买云

行情直击07-08 17:23

7月8日，半导体指数ETF-HOLDRs盘前下跌3.02%，报566.49美元/股，成交额1307.01万美元。该ETF延续7月初以来的调整走势，前一交易日盘中已下跌3.47%。

消息面上，三星电子发布季度业绩更新后，AI相关股票遭遇全球性抛售，应用材料、拉姆研究等设备股及存储龙头SK海力士同步走低。与此同时，摩根士丹利明确发出"卖芯片、买云"信号，指出半导体板块交易拥挤度显著抬升，市场对AI资本开支增速产生分歧，资金正从芯片厂商向云服务商轮动。此外，美国半导体行业15.7万人才缺口报告为本轮回调补充了更深层的供给侧压力解释。该行强调，本次调整为AI产业周期内部轮动，并非投资主线终结。

本基金追踪MVIS美国半导体指数，投资标的以半导体产业为主。

（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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