应用材料(AMAT)今日盘中股价大跌11.33%,引发了市场关注。分析人士认为,这很可能与最新报道指美国考虑限制包括应用材料在内的芯片企业向部分国家出口人工智能芯片有关。
路透社周一晚间报道称,美国官员已经讨论过在部分特定国家限制Nvidia和包括AMD在内的其他美国公司的先进人工智能芯片销售。报道称,美国将重点放在波斯湾国家,并补充说,为了国家安全,新方法将为一些国家的出口许可证设定上限。
消息一出,周二应用材料等多家芯片制造商股价大幅下跌。应用材料作为半导体制造行业内主要的晶圆制造设备供应商,其海外营收和出口额占比较高。如果美国对该公司等厂商的出口实施限制,将很可能对其未来收入和利润产生不利影响,因此市场选择先行抛售应用材料股票。
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