当地时间4月8日,美国总统特朗普称,他已经告知台积电,如果不在美国建厂,就将向台积电征收100%的高额关税。4月9日,台积电股价下跌超3%,过去5个交易日,台积电股价累计下跌超16%。 这是特朗普对半导体供应链作出的最新威胁。尽管该行业在此前生效的对等关税中被豁免,但美股市场芯片板块仍然遭到冲击。过去5个交易日,英伟达股价累计下跌超12%,最新市值仅2.3万亿美元。AMD股价更是下跌近24%。 ...
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