美光科技(MU.O)今日盘中大涨5%,主因2024年美国总统大选结果出炉,共和党候选人特朗普宣布胜出,引发芯片行业未来发展新变数。
消息显示,特朗普赢得大选将延续其对华强硬政策,或将祭行新的贸易限制,令中国内地芯片厂商前景蒙上阴影。而与中国台湾地区芯片产业关系密切的美光等企业,或因政策好转受惠,从而推高股价。
不过,特朗普此前曾直斥《芯片法案》浪费巨资,意味着他上台后或将废止这一法案的补贴和津贷政策。这将冲击美光等公司在美新建产能的投资计划,对长期发展带来不利影响。
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