美股半导体板块7月“开门黑”，华尔街分析师：AI需求将继续支撑行业盈利增长

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7月13日，美国半导体板块在7月开局表现低迷，引发市场对AI行情能否延续的担忧。分析人士认为，在经历今年大幅上涨后，芯片股正面临估值偏高、AI资本开支增速能否持续以及盈利增长放缓等多重考验，未来板块波动性或进一步加剧。数据显示，费城半导体指数自6月创下历史新高以来已累计回落逾11%，不过年内仍上涨约83%。Interactive Brokers首席市场分析师Steve Sosnick表示，芯片行业...

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