半导体巨头德州仪器（TXN）今日盘中大跌9.46%，延续近期下跌趋势。消息面上，中国半导体行业协会（CSIA）发布的新政策及芯片原产地认定新规引发市场担忧，成为此次股价大跌的主要原因。
根据CSIA最新通知，芯片原产地将按照流片地认定。这意味着在美国本土生产的芯片可能面临高达84%或更高的关税。作为在美国拥有自己晶圆厂的企业，德州仪器生产的芯片很可能被归类为美国原产，从而受到新关税政策的直接影响。多家芯片渠道商表示，受此影响，不少美系芯片公司已暂停对新增订单进行报价，市场正在评估政策带来的冲击。
此外，德州仪器近期股价表现持续疲软，过去5个交易日累计下跌4.63%，今年以来跌幅达15.87%。分析人士指出，在全球经济不确定性增加的背景下，市场对半导体行业前景的担忧也是导致股价下跌的因素之一。投资者正密切关注事态发展，以评估这些政策变化对德州仪器及整个半导体行业的长期影响。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.