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美股異動|半導體股走低 英偉達跌超4.5%
半導體股走低,邁威爾科技跌超5.5%,英偉達、Arm跌超4.5%,台積電跌超3%,AMD、博通、英特爾均跌超2%。據美國銀行對約80家公司的庫存及銷售趨勢分析,2024年第四季半導體(不包括存儲器)庫存天數按季增加8天至116天,較5年曆史中位數(94天)高出22天。這一數字相比2023年第四季高出23天的水平略有改善,顯示行業庫存正常化進程正在緩慢而穩定地進行。(格隆匯)
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