异动解读04-25
iShares费城交易所半导体ETF(SOXX)今日盘中大涨5%，引起了市场的广泛关注。
消息面上，芯片巨头英特尔公布的第一季度业绩超出华尔街预期，并对本季度给出了乐观展望，盘前股价一度飙升超30%，成为带动半导体板块走强的核心动力。英特尔业绩的强劲表现主要得益于AI基础设施建设浪潮驱动服务器芯片需求激增，其数据中心与AI业务营收同比增长22%。
与此同时，费城半导体指数已连续第17个交易日上涨，创下该指数32年历史中最长连涨纪录。市场分析认为，AI驱动的半导体上升周期仍在延续，半导体硬件已成为AI投资中确定性较高的方向。此外，DeepSeek全新系列模型DeepSeek-V4的发布也进一步提振了市场对AI算力需求的预期，推动了半导体行业的整体景气度。
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