美光科技(Micron Technology)周三盘后股价大跌5.01%,引发市场关注。这一下跌主要源于美国总统唐纳德·特朗普宣布对贸易伙伴征收对等关税的消息,导致整个半导体行业股价出现大幅波动。
特朗普展示的图表显示,美国将对中国征收34%的关税,对欧盟征收20%的关税,作为对美国商品关税的回应。此外,特朗普还表示将对所有进口到美国的商品征收10%的基准关税。这一消息迅速引发了市场对半导体行业前景的担忧。
除美光科技外,其他芯片股也在盘后交易中出现不同程度的下跌。英伟达下跌3.2%,博通下跌4.8%,英特尔下跌1.7%,AMD下跌3%,高通下跌2.7%。市场分析人士认为,虽然部分因素已被预期,但这一消息仍对股价造成了实质性影响。Running Point Capital Advisors的首席信息官迈克尔·阿什利·舒尔曼警告称,如果这些关税得以维持,将对芯片、个人电脑、半导体和服务器制造商造成"相当大的破坏性"影响。
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