美国芯片制造商美光科技（MU）今日盘中大跌7.92%，引发市场广泛关注。这一跌势主要源于美国总统唐纳德·特朗普最新宣布的关税政策，引发了投资者对半导体行业前景的担忧。
特朗普总统展示了一份对贸易伙伴征收对等关税的计划，包括对中国征收34%的关税，对欧盟征收20%的关税，并对所有进口到美国的商品征收10%的基准关税。这一系列关税措施可能对芯片、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。
花旗集团分析师克里斯托弗·达内利指出，美光科技等公司面临"最高风险"。达内利表示，这些关税政策"十分复杂，鉴于半导体供应链的长度和地域多样性，几乎不可能完全评估其影响"。如果关税政策持续一个月，供应链可能"冻结"，导致订单率和库存大幅下降，进而引发各公司普遍下调业绩预期。然而，一旦供应链和关税政策变得更加稳定、可预测，市场也可能出现"大幅反弹"。投资者将继续密切关注这一政策的后续发展及其对半导体行业的影响。
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