今日盘中,芯片制造商迈威尔科技大跌5.15%,引发市场关注。
分析人士指出,这可能与当前整体芯片行业的风险偏好有关。近期,有报道称AI芯片股的强劲势头可能在2025年下半年见顶,投资者兴趣将转向汽车和工业芯片制造商。
预计2025年上半年,随着AI热潮延续,AI芯片股如英伟达新品Blackwell芯片性能提升等因素将支撑行业持续上涨。但到下半年,由于AI芯片增长基数较高,增长率或将放缓,投资者对AI股的热情可能减退。与此同时,随着全球经济复苏带动库存和汽车产量增长,资金可能青睐汽车和工业芯片股。
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.