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美股異動|半導體板塊盤初走低 台積電、英偉達跌超4%
邁威爾科技績後大跌超19%,拖累美股半導體板塊走低,博通、安森美半導體跌超6%,美光科技、台積電、英偉達跌超4%,英特爾、AMD跌超2%。消息面上,邁威爾科技公佈了審慎的首財季展望,預計營收為18.8億美元(上下浮動5%),不及華爾街的最高預期20億美元。瑞穗分析師Jordan Klein在財報發佈前的一份研報中寫道:“基金正在尋找任何理由來減少對AI(半導體)、硬件、光學和互連股票的敞口和持倉。”另外,美國總統特朗普週二在國會發表任內首次講話時呼籲廢除520億美元的芯片法案,稱應該利用芯片法案的資金來減少債務,不會向芯片製造商提供任何來自芯片法案的資金。(格隆匯)
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