只要人们还在工作，则_老虎社区_美港股上老虎 - 老虎社区

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融合
07-28

只要人们还在工作，则Al产业就没有走到尽头；就是人类完全停止工作之后，还有无尽的娱乐要玩！这里面也还有无尽的算力需求！何况还有无尽的宇宙探索，根本就停不下来啊

美股芯片股为何集体重挫？四大利空同时压向AI产业链

首先，英特尔财报利好兑现却未能带动股价上涨。与此同时，市场对AI基础设施投资可持续性的讨论也在持续升温。报告指出，AI实验室、云服务商及高端芯片企业之间不断加深的合作关系，虽然有助于巩固产业生态，但也意味着，一旦未来AI需求不及预期，整个产业链将面临更大的系统性风险。

美股芯片股为何集体重挫？四大利空同时压向AI产业链

# 老虎资讯订阅内容

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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呆蹦蹦
·07-28
AI如果没取代人的话，那多出来的AI成本谁来消化呢？如果取代人的话，那消失的人谁来给他们发工资呢？[开心]
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此生不买中概股
·07-28
那我问你，衣食住行有尽头吗？只要人活着也没尽头。扯蛋吗这不是
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Fred_6810
·07-28
对。关键是活着的时候业绩咋样
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我是海儿
·07-28
都认为涨的时候其实就到顶了
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class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-07-25 08:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">美股半导体板块周五全线走弱，<a href=\"https://laohu8.com/S/SOXX\">iShares费城交易所半导体ETF</a>收跌4.4%。个股方面， <a href=\"https://laohu8.com/S/MU\">美光科技</a>跌近7%， <a href=\"https://laohu8.com/S/INTC\">英特尔</a>跌7.9%，光通信股 <a href=\"https://laohu8.com/S/COHR\">Coherent</a>、 <a href=\"https://laohu8.com/S/LITE\">Lumentum Holdings Inc.</a>均跌超8%，半导体板块明显跑输整体科技股。</p><p style=\"text-align: left;\">对此，瑞穗证券董事总经理Daniel O’Regan表示，当天市场最关注的问题就是“为什么半导体板块表现如此疲弱”。他认为，此轮下跌并非由单一利空引发，而是多重因素共同作用的结果。</p><p style=\"text-align: left;\">首先，<strong>英特尔财报利好兑现却未能带动股价上涨</strong>。尽管公司第二季度营收创近15年来最大增幅，业绩整体优于市场预期，但股价仍高开低走，令市场担忧即使业绩超预期，也难以继续支撑半导体板块估值。</p><p style=\"text-align: left;\">其次，<strong>中国存储厂商长鑫存储（CXMT）即将在上交所IPO</strong>，也引发市场对全球存储行业竞争格局的关注。O’Regan认为，市场对长鑫存储威胁美国存储厂商的担忧存在一定夸大，但近期有报道称苹果正与长鑫存储展开接触，仍让投资者重新评估其未来竞争力。</p><p style=\"text-align: left;\">与此同时，<strong>市场对AI基础设施投资可持续性的讨论也在持续升温</strong>。随着超大规模云服务商（Hyperscaler）持续加码资本开支，投资者开始担忧高额融资成本是否会影响AI基础设施建设节奏，并进一步拖累整个AI产业链。</p><p style=\"text-align: left;\">穆迪最新报告预计， <a href=\"https://laohu8.com/S/MSFT\">微软</a>、 <a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、 <a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>、 <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a>、 <a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>及 <a href=\"https://laohu8.com/S/CRWV\">CoreWeave, Inc.</a>六大云服务商今年资本开支总额将达到约7850亿美元，到2027年有望接近1万亿美元。报告指出，AI实验室、云服务商及高端芯片企业之间不断加深的合作关系，虽然有助于巩固产业生态，但也意味着，一旦未来AI需求不及预期，整个产业链将面临更大的系统性风险。</p><p style=\"text-align: left;\">此外，<strong>韩国半导体板块大跌</strong>也进一步拖累市场情绪。韩国综合股价指数（KOSPI）周五下跌5.7%，三星电子、SK海力士等芯片股普遍走弱，对全球半导体板块形成负面传导。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d76e7073427a99e05e90cedef5654467","relate_stocks":{"MULL":"2倍做多MU ETF-GraniteShares","CORD":"T-REX 2X INVERSE CRWV DAILY TARGET ETF","MSFY":"Kurv Yield Premium Strategy Microsoft (MSFT) ETF","GOOP":"KURV YIELD PREMIUM STRATEGY GOOGLE (GOOGL) ETF","MUU":"2倍做多MU ETF-Direxion","COHX":"Tradr 2X Long COHR Daily ETF","CRWV":"CoreWeave, Inc.","GOOGL":"谷歌A","SOXX":"iShares费城交易所半导体ETF","GOOW":"Roundhill GOOGL WeeklyPay ETF","ORCS":"1倍做空ORCL ETF-Direxion","AMZN":"亚马逊","MUD":"1倍做空MU ETF-Direxion","GOOX":"2倍做多GOOG ETF-T-REX","INTC":"英特尔","METD":"1倍做空META ETF-Direxion","ORCU":"2倍做多ORCL ETF-Direxion","AMZD":"1倍做空AMZN ETF-Direxion","LITE":"Lumentum Holdings Inc.","GOOY":"GOOGL期权收益策略ETF-YieldMax","LITX":"Tradr 2X Long LITE Daily ETF","ORCX":"2倍做多ORCL 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