异动解读|半导体指数ETF-HOLDRs盘前下跌3.18%,存储芯片远期供给过剩担忧叠加机构下调涨价预期压力持续释放

行情直击07-16

7月16日,半导体指数ETF-HOLDRs盘前下跌3.18%,报572.975美元/股,成交额2172.4万美元。

消息面上,存储芯片板块本周遭遇剧烈调整,美光单日暴跌10%,SK海力士ADR重挫9%。巴菲特炮轰AI投机泡沫引爆市场情绪逆转,广发香港同步下调三季度DRAM涨价预期,下游客户对30%涨幅表示强烈抵制。此外,市场对人工智能领域全行业过度建设的担忧日益加剧,对冲基金已连续四周净卖出半导体及硬件科技标的,机构资金加速兑现上半年AI芯片超额收益,板块短期回调压力仍在释放。

本基金追踪MVIS美国半导体指数,投资标的以半导体产业为主,标的成分和权重有可能随时间变化。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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