上周,芯片股财报季拉开帷幕。同为芯片巨头的阿斯麦(ASML)和台积电的财报呈现“冰火两重天”景象,引发芯片板块行情剧烈波动。阿斯麦三季度订单仅为市场预期的一半,股价绩后暴跌近20%。随后一天公布财报的台积电业绩大超预期,带动部分AI芯片股止跌回升。事实上,诸多芯片公司,如台积电、英伟达、美国超微公司以及美光科技等,因为乘上AI“东风”,自2023年以来持续吸金上涨,带动整个板块乃至整体市场向上。...
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