美股成交额前20：美光市值重返万亿美元之上；SpaceX收涨3%此前曾7连跌；英伟达Vera Rubin全面量产

环球市场播报07-22

周二美股成交额第1名美光科技收高2.17%，成交458.51亿美元。该股市值重新回到1万亿美元之上。美光CEO在财报电话会上指出，受全产业链AI算力、智能体及自动驾驶需求拉动，叠加晶圆制造与先进封装扩产周期长带来的供给刚性约束，存储芯片供需紧张格局将延续至2027自然年之后，彻底扭转市场对存储周期短期见顶的悲观预期，推动行业向AI成长赛道逻辑转变，估值空间得以拓展。第2名英伟达收高1.97%，成交...

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