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9月16日 - ** 费城半导体指数 周一表现不佳,下跌 2.45%,原因是对苹果公司 最新 iPhone 机型需求低于预期的担忧 (link),给芯片制造商的股票带来压力。
** TF International Securities分析师郭明𫓹(Ming-Chi Kuo)在X日撰文称,iPhone 16 Pro机型的需求低于预期 (link),苹果股价下跌2.9%。Jefferies 分析师 Edison Lee 在 9 月 15 日的研究报告中写道,"需求似乎一开始就很疲软"。
** 这些报道似乎抑制了投资者对芯片类股票的兴趣,这些股票是标准普尔500科技指数 中跌幅最大的股票之一。
** Qorvo Inc 股价下跌 7.6%,Skyworks Solutions 股价下跌 6.6
** 美光科技 下跌4.7%,向芯片制造商提供技术许可的ARM控股 美股下跌5%。合约芯片制造商台湾积体电路制造股份有限公司的美股 下跌3%。
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