美国芯片制造商美光科技(MU)周三盘后股价大幅下跌5.01%,引发市场关注。这一跌势与美国总统唐纳德·特朗普最新宣布的关税政策密切相关。
特朗普总统展示了一份对贸易伙伴征收对等关税的计划,其中包括对中国征收34%的关税,对欧盟征收20%的关税。更引人注目的是,特朗普表示将对所有进口到美国的商品征收10%的基准关税。这一系列关税措施引发了市场对半导体行业前景的担忧。
美光科技并非唯一受到影响的芯片股。英伟达、博通、英特尔等多家半导体公司的股价在盘后交易中均出现不同程度的下跌。行业专家表示,如果这些关税政策得以维持,将对芯片、个人电脑、半导体和服务器制造商造成"相当大的破坏性"影响。尽管部分分析师认为市场已经在一定程度上预料到了这一消息,但实际公布后仍然引发了较大幅度的股价调整,反映出投资者对半导体行业未来发展前景的担忧情绪。
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