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@纳指起起伏伏：半导体集体暴涨，发生了什么？

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style=\"text-align: left;\">昨夜，美股半导体板块集体大涨，老牌芯片巨头<a data-mention-id=\"INTC\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"英特尔\" target=\"_blank\" href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>暴涨7.7%，市值一夜增加约407 亿美元；<a data-mention-id=\"AMD\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"美国超微公司\" target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a>上涨 6.4%，<a data-mention-id=\"SNDK\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"闪迪\" target=\"_blank\" href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a>涨 6.2%，<a data-mention-id=\"MU\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"美光科技\" target=\"_blank\" href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a>、<a data-mention-id=\"SKHY\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"SK海力士\" target=\"_blank\" href=\"https://laohu8.com/S/SKHY\">$SK海力士(SKHY)$</a>涨幅超 4.5%，<a data-mention-id=\"NVDA\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"英伟达\" target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>、<a data-mention-id=\"TSM\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"台积电\" target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>、<a data-mention-id=\"AVGO\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"博通\" target=\"_blank\" href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a>也均有所上涨。</p>\n<p style=\"text-align: left;\">受板块情绪带动，半导体 ETF 同步爆发，<a data-mention-id=\"SOXX\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"iShares费城交易所半导体ETF\" target=\"_blank\" href=\"https://laohu8.com/S/SOXX\">$iShares费城交易所半导体ETF(SOXX)$</a>上涨 3.4%，<a data-mention-id=\"SMH\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"半导体指数ETF-HOLDRs\" target=\"_blank\" href=\"https://laohu8.com/S/SMH\">$半导体指数ETF-HOLDRs(SMH)$</a>上涨 2.8%，<a data-mention-id=\"SOXL\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"三倍做多半导体ETF-Direxion Daily\" target=\"_blank\" href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$</a>更是大涨超10%。</p>\n<p class=\"t-img-caption\"><img data-align=\"center\" src=\"https://static.tigerbbs.com/5c51b0d84205837e2b54f41e0b8320b3\" tg-width=\"775\" tg-height=\"821\"><span></span></p>\n<p class=\"t-img-caption\"><img data-align=\"center\" src=\"https://static.tigerbbs.com/8b587fa441ca8a888d022c2d17d2e232\" tg-width=\"508\" tg-height=\"729\"><span></span></p>\n<p style=\"text-align: left;\">这一轮半导体普涨，是个股利好、AI 产业景气与宏观面多重因素共同推动的结果：</p>\n<h3 style=\"text-align: left;\">一、英特尔重磅双重催化，带动芯片龙头爆发</h3>\n<p style=\"text-align: left;\"><a data-mention-id=\"INTC\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"英特尔\" target=\"_blank\" href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>股价大涨 7.7%，核心看点是<a data-mention-id=\"SKHY\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"SK海力士\" target=\"_blank\" href=\"https://laohu8.com/S/SKHY\">$SK海力士(SKHY)$</a>洽谈租用英特尔美国俄亥俄州工厂产能。若合作落地，将为英特尔代工业务带来重量级客户，市场预期迎来质变，扭转此前对英特尔的悲观预期。同时 AI 服务器 CPU 供给紧张，叠加先进制程 18A 量产、14A 明年落地，进一步支撑行情。</p>\n<h3 style=\"text-align: left;\">二、黄仁勋公开看多，夯实 AI 芯片长期景气</h3>\n<p style=\"text-align: left;\">当地时间9 月 17 日，黄仁勋在英国 AI 峰会发言：明年英伟达芯片销量直接翻倍。直接提振全市场对 AI 算力、芯片、存储的中长期信心，打破短期 AI 悲观情绪。</p>\n<h3 style=\"text-align: left;\">三、 算力涨价潮持续，产业基本面超预期坚挺</h3>\n<p style=\"text-align: left;\"><a data-mention-id=\"NBIS\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"NEBIUS\" target=\"_blank\" href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$</a>、<a data-mention-id=\"CRWV\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"CoreWeave, Inc.\" target=\"_blank\" href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a>等算力厂商持续上调 GPU 租赁价格，AI 算力需求火热、稀缺性凸显。行业从 “拼产能” 进入 “拼定价权” 阶段，芯片、存储业绩确定性大幅提升。</p>\n<h3 style=\"text-align: left;\">四、 美联储加息靴子落地，宏观不确定性消退</h3>\n<p style=\"text-align: left;\">本次加息早已被市场提前定价，若此次加息能巩固市场对美联储控通胀的信心，稳住长端美债收益率，科技股估值压力反而缓解。叠加油价下行，缓解通胀与美债收益率上行压力。资金从避险回流高景气半导体、AI 硬件赛道。</p></body></html>","htmlText":"<html><head></head><body><p style=\"text-align: left;\">昨夜，美股半导体板块集体大涨，老牌芯片巨头<a data-mention-id=\"INTC\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"英特尔\" target=\"_blank\" href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>暴涨7.7%，市值一夜增加约407 亿美元；<a data-mention-id=\"AMD\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"美国超微公司\" target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a>上涨 6.4%，<a data-mention-id=\"SNDK\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"闪迪\" target=\"_blank\" href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a>涨 6.2%，<a data-mention-id=\"MU\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"美光科技\" target=\"_blank\" href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a>、<a data-mention-id=\"SKHY\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"SK海力士\" target=\"_blank\" href=\"https://laohu8.com/S/SKHY\">$SK海力士(SKHY)$</a>涨幅超 4.5%，<a data-mention-id=\"NVDA\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"英伟达\" target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>、<a data-mention-id=\"TSM\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"台积电\" target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>、<a data-mention-id=\"AVGO\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"博通\" target=\"_blank\" href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a>也均有所上涨。</p>\n<p style=\"text-align: left;\">受板块情绪带动，半导体 ETF 同步爆发，<a data-mention-id=\"SOXX\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"iShares费城交易所半导体ETF\" target=\"_blank\" href=\"https://laohu8.com/S/SOXX\">$iShares费城交易所半导体ETF(SOXX)$</a>上涨 3.4%，<a data-mention-id=\"SMH\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"半导体指数ETF-HOLDRs\" target=\"_blank\" href=\"https://laohu8.com/S/SMH\">$半导体指数ETF-HOLDRs(SMH)$</a>上涨 2.8%，<a data-mention-id=\"SOXL\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"三倍做多半导体ETF-Direxion Daily\" target=\"_blank\" href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$</a>更是大涨超10%。</p>\n<p class=\"t-img-caption\"><img data-align=\"center\" src=\"https://static.tigerbbs.com/5c51b0d84205837e2b54f41e0b8320b3\" tg-width=\"775\" tg-height=\"821\"><span></span></p>\n<p class=\"t-img-caption\"><img data-align=\"center\" src=\"https://static.tigerbbs.com/8b587fa441ca8a888d022c2d17d2e232\" tg-width=\"508\" tg-height=\"729\"><span></span></p>\n<p style=\"text-align: left;\">这一轮半导体普涨，是个股利好、AI 产业景气与宏观面多重因素共同推动的结果：</p>\n<h3 style=\"text-align: left;\">一、英特尔重磅双重催化，带动芯片龙头爆发</h3>\n<p style=\"text-align: left;\"><a data-mention-id=\"INTC\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"英特尔\" target=\"_blank\" href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>股价大涨 7.7%，核心看点是<a data-mention-id=\"SKHY\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"SK海力士\" target=\"_blank\" href=\"https://laohu8.com/S/SKHY\">$SK海力士(SKHY)$</a>洽谈租用英特尔美国俄亥俄州工厂产能。若合作落地，将为英特尔代工业务带来重量级客户，市场预期迎来质变，扭转此前对英特尔的悲观预期。同时 AI 服务器 CPU 供给紧张，叠加先进制程 18A 量产、14A 明年落地，进一步支撑行情。</p>\n<h3 style=\"text-align: left;\">二、黄仁勋公开看多，夯实 AI 芯片长期景气</h3>\n<p style=\"text-align: left;\">当地时间9 月 17 日，黄仁勋在英国 AI 峰会发言：明年英伟达芯片销量直接翻倍。直接提振全市场对 AI 算力、芯片、存储的中长期信心，打破短期 AI 悲观情绪。</p>\n<h3 style=\"text-align: left;\">三、 算力涨价潮持续，产业基本面超预期坚挺</h3>\n<p style=\"text-align: left;\"><a data-mention-id=\"NBIS\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"NEBIUS\" target=\"_blank\" href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$</a>、<a data-mention-id=\"CRWV\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"CoreWeave, Inc.\" target=\"_blank\" href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a>等算力厂商持续上调 GPU 租赁价格，AI 算力需求火热、稀缺性凸显。行业从 “拼产能” 进入 “拼定价权” 阶段，芯片、存储业绩确定性大幅提升。</p>\n<h3 style=\"text-align: left;\">四、 美联储加息靴子落地，宏观不确定性消退</h3>\n<p style=\"text-align: left;\">本次加息早已被市场提前定价，若此次加息能巩固市场对美联储控通胀的信心，稳住长端美债收益率，科技股估值压力反而缓解。叠加油价下行，缓解通胀与美债收益率上行压力。资金从避险回流高景气半导体、AI 硬件赛道。</p></body></html>","text":"昨夜，美股半导体板块集体大涨，老牌芯片巨头$英特尔(INTC)$暴涨7.7%，市值一夜增加约407 亿美元；$美国超微公司(AMD)$上涨 6.4%，$闪迪(SNDK)$涨 6.2%，$美光科技(MU)$、$SK海力士(SKHY)$涨幅超 4.5%，$英伟达(NVDA)$、$台积电(TSM)$、$博通(AVGO)$也均有所上涨。 受板块情绪带动，半导体 ETF 同步爆发，$iShares费城交易所半导体ETF(SOXX)$上涨 3.4%，$半导体指数ETF-HOLDRs(SMH)$上涨 2.8%，$三倍做多半导体ETF-Direxion Daily(SOXL)$更是大涨超10%。 这一轮半导体普涨，是个股利好、AI 产业景气与宏观面多重因素共同推动的结果： 一、英特尔重磅双重催化，带动芯片龙头爆发 $英特尔(INTC)$股价大涨 7.7%，核心看点是$SK海力士(SKHY)$洽谈租用英特尔美国俄亥俄州工厂产能。若合作落地，将为英特尔代工业务带来重量级客户，市场预期迎来质变，扭转此前对英特尔的悲观预期。同时 AI 服务器 CPU 供给紧张，叠加先进制程 18A 量产、14A 明年落地，进一步支撑行情。 二、黄仁勋公开看多，夯实 AI 芯片长期景气 当地时间9 月 17 日，黄仁勋在英国 AI 峰会发言：明年英伟达芯片销量直接翻倍。直接提振全市场对 AI 算力、芯片、存储的中长期信心，打破短期 AI 悲观情绪。 三、 算力涨价潮持续，产业基本面超预期坚挺 $NEBIUS(NBIS)$、$CoreWeave, Inc.(CRWV)$等算力厂商持续上调 GPU 租赁价格，AI 算力需求火热、稀缺性凸显。行业从 “拼产能” 进入 “拼定价权” 阶段，芯片、存储业绩确定性大幅提升。 四、 美联储加息靴子落地，宏观不确定性消退 本次加息早已被市场提前定价，若此次加息能巩固市场对美联储控通胀的信心，稳住长端美债收益率，科技股估值压力反而缓解。叠加油价下行，缓解通胀与美债收益率上行压力。资金从避险回流高景气半导体、AI 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