半导体巨头美光科技(MU)今日盘中强劲上涨6.41%,引发市场关注。
导致美光科技股价大涨的主要原因是,美国总统拜登日前签署行政命令,旨在推动美国人工智能基础设施建设。该命令要求美国政府部门租赁联邦场地,使私营部门能够加快人工智能基础设施建设进度。同时,命令还规定在联邦土地上建设人工智能数据中心的公司必须采购"适当份额"的美国制造半导体产品。
作为全球领先的半导体企业之一,该政策利好美光科技未来在人工智能等新兴领域的市场拓展。美光科技产品预计将受惠于明确鼓励采购国产芯片的政策指引。投资者对公司长期发展前景的信心进一步增强,推动美光科技股价当日大涨。
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