美国当地时间1月6日,华尔街三大股指呈现分化走势。纳斯达克综合指数涨1.24%,报19864.98点;标普500指数涨0.55%,报5975.38点;但道琼斯工业指数跌0.06%,报42706.56点。
美股当日最大亮点是科技板块的表现,其中芯片股更是领涨大盘。美光科技在新年伊始的交易日收涨10.45%,是整个交易日走势最强劲的个股之一。据报道,这与三星旗舰手机Galaxy S25系列将采用美光内存作为首选供应商有关。
市场人士表示,这在三星内存供货方中尚属首例,显示了美光产品的竞争力得到进一步认可。此外,英特尔及包括华硕、宏碁等一众厂商亦将采用或有意采用美光新产品,为其营收增长注入了强劲动力。除美光外,其他芯片股如英伟达、AMD、台积电等当日亦录得逾3%的涨幅。
值得一提的是,与人工智能相关的芯片公司股价更是表现突出。投资者看好该领域未来需求扩大带来的收益前景,微软公布将投资800亿美元加码人工智能数据中心计划亦支持了这一趋势。
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