美国芯片股周一收复部分失地，在上周遭受重创的抛售之后出现反弹，原因是美国国债收益率下降和原油价格缓和为近期受挫的人工智能交易提供了一些支撑。
US chip stocks recovered some ground on Monday, bouncing after a bruising selloff last week as lower Treasury yields and easing crude oil prices offered some support to the recently battered AI trade.
iShares半导体ETF（SOXX.O）是按资产管理规模计算的最大追踪美国芯片相关公司的ETF，在盘前交易中上涨3.6%，此前一周下跌近12%。以下是更多细节：英特尔（INTC.O）是涨幅居前的股票之一，上涨4.2%，此前一周下跌超过14%。摩根大通将其对英特尔的评级从“减持”上调至“中性”，理由是代理人工智能需求和芯片短缺将带来未来盈利上调的预期。
芯片巨头英伟达（NVDA.O）上涨1.9%，超微半导体（AMD.O）涨3.5%，马维尔科技（MRVL.O）涨4.7%，博通（AVGO.O）涨3.5%。
内存芯片制造商美光科技（MU.O）上涨3.6%，此前一周下跌14.6%。
The iShares Semiconductor ETF (SOXX.O), which is the largest ETF tracking US chip-related companies in terms of assets under management, climbed 3.6% in premarket trading after falling almost 12% last week.
数据存储公司闪迪（SNDK.O）上涨4.3%，西部数据（WDC.O）涨3.1%，希捷科技（STX.O）涨3.4%。
模拟芯片制造商也出现上涨：德州仪器（TXN.O）涨2.4%，模拟器件（ADI.O）涨2.9%，安森美半导体（ON.O）涨3%。
费城半导体指数（.SOX）上周下跌11.4%，这是自2025年3月以来的最大周度跌幅。
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该指数在上周收盘时已经连续八个交易日下跌，在此次暴跌中市值蒸发约2万亿美元。
通胀居高不下提高了美联储加息的预期，以及对高额人工智能支出能否获得回报的怀疑，上周这些因素共同压制了科技股。
尽管近期出现亏损，但费城半导体指数今年至今仍上涨57.2%。
Intel (INTC.O) was among top gainers, up 4.2% after tumbling over 14% last week J.P.
今年早些时候，芯片股曾经上涨，因为投资者认为该行业是人工智能繁荣的最大受益者之一。
拉姆研究（LRCX.O）、德州仪器和西部数据将在本周发布季度财报。
巨型科技股Meta Platforms（META.O）、特斯拉（TSLA.O）和SpaceX（SPCX.O）也将在本周发布财报。
Morgan upgraded its rating on Intel to "neutral" from "underweight", citing future positive earnings revisions on agentic AI demand and chip scarcity Chip giant Nvidia (NVDA.O) up 1.9%, AMD (AMD.O) gained 3.5%, Marvell Technology (MRVL.O) rose 4.7% and Broadcom (AVGO.O) added 3.5% Memory chipmaker Micron Technology (MU.O) up 3.6% after dropping 14.6% last week Data storage firms Sandisk (SNDK.O) up 4.3%, Western Digital (WDC.O) rose 3.1% and Seagate Technology (STX.O) added 3.4% Analog chipmakers also gain: Texas Instruments (TXN.O) up 2.4%, Analog Devices (ADI.O) gains 2.9% and ON Semiconductor (ON.O) rises 3% The Philadelphia chip index (.SOX) dropped 11.4% last week, marking its biggest weekly decline since March 2025 The index had fallen for eight straight sessions as of last close, wiping out about $2 trillion in market value during the rout Hot inflation raising the odds of Fed rate hikes and doubts about high AI-spending paying off weighed on tech stocks last week Despite recent losses, the Philadelphia chips index is up 57.2% so far this year Chips stocks rallied earlier this year as investors viewed the space as one of the biggest winners of the AI boom Lam Research (LRCX.O), Texas Instruments and Western Digital are set to report quarterly earnings this week Megacap tech stocks Meta Platforms (META.O), Tesla (TSLA.O) and SpaceX (SPCX.O) are also set to report earnings this week