周一,半导体概念股盘初走高,费城半导体指数涨3.6%,三倍做多半导体ETF大涨超11%。
个股方面,台积电开盘创历史新高,截至发稿涨幅3.6%。英伟达涨3.8%,黄仁勋北京时间明日上午将在CES 2025发表演讲。阿斯麦涨6%,消息称阿斯麦CEO将于下周与台积电董事长魏哲家、营运长秦永沛等多位高管会面。意法半导体涨6.7%,Wolfspeed涨超7%,美光科技涨9%。
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