作者：Sinéad Carew 纽约，10月29日讯——英特尔周四发布疲弱的季度财报后，芯片股再度受挫，这可能会让周五交易重新开市时出现有趣的走势。
By Sinéad Carew NEW YORK, Oct 29 - Chip stocks took another hit after Thursday's weak quarterly earnings report from Intel, which could make for interesting dynamics when trading reopens on Friday.
周四盘后交易中，半导体指数出现抛售，原因是芯片制造商英特尔将业绩不佳归咎于“PC行业短期面临的逆风”，其股价在盘后交易中暴跌18%。此前，该指数在常规交易时段已因谷歌母公司Alphabet周三发布的混乱财报而下跌1.4%，Alphabet是一家在AI领域大手笔投入的公司。
The semiconductor index sold off in post-close trading on Thursday after chipmaker Intel blamed "near term headwinds across the PC industry," sending its shares tumbling 18% in the after-hours session. That followed the SOX's 1.4% drop during the regular session due to a messy earnings report from big AI spender Alphabet on Wednesday.
英特尔表示，以色列一家工厂发生爆炸，由于该工厂已关闭约两周，将导致其在两个季度内损失约6亿美元的收入。英特尔的下跌也拖累了其他大型芯片股在盘后交易中下跌。
Intel said a factory explosion in Israel will cost it roughly $600 million in lost revenue over two quarters because it has been shut down for about two weeks. Intel's fall took other big chip stocks down in post-close trading as well.
“盘后半导体整体疲软，主要是英特尔指引不佳以及负面情绪溢出所致，”Rosenblatt Securities股票销售交易员Michael James表示。
"Overall semis weakness after hours is primarily a function of INTC guide and negative sentiment spillover," said Michael James, equity sales trader at Rosenblatt Securities.
英特尔在PC领域面临的问题，PC领域在技术领域中并不像AI建设那样受到华尔街的同等关注，这似乎不一定意味着在AI领域运营更为突出的其他芯片制造商也会面临大问题。
Intel's problems in the PC sector, an area of technology that does not garner the same scrutiny on Wall Street as the AI buildout, does not seem to necessarily mean big problems for other chipmakers that operate more prominently in AI.
尽管如此，在交投清淡的盘后交易中，投资者选择了先开枪后提问。AMD下跌4%，博通下跌2%。在这个波动剧烈的交易时段中，最大的亏损者之一是Direxion Daily Semiconductor Bull ETF，该ETF为投资者提供SOX每日表现的三倍，下跌9%。
Nevertheless, investors in the less-active post-market trade chose to shoot first and ask questions later. AMD dropped 4% and Broadcom fell 2%. Among the biggest losers in the volatile session were the Direxion Daily Semiconductor Bull ETF, which offers investors three times the daily performance of the SOX and was off 9%.
“由于PC需求下降导致的收入不及预期，以及前景指引同样令人失望。正如谷歌今天所学到的，业绩至关重要，”Bokeh Capital Partners LLC创始人兼首席投资官Kim Caughey Forrest表示。谷歌母公司Alphabet周四下跌13%。
"The revenues missed due to lower PC demand and forward guidance also disappointed. As Google learned today, earnings matter," said Kim Caughey Forrest, founder and chief investment officer at Bokeh Capital Partners LLC. Google parent Alphabet dropped 13% on Thursday.
费城半导体指数是2026年表现最突出的指数之一，涨幅超过60%，原因是人工智能建设所需的芯片和设备短缺推高了从巨头英伟达到存储芯片公司美光，再到迈威尔科技等企业的价格和利润。
The SOX has been one of 2026's standout performers, rising more than 60% as shortages of chips and equipment needed for the AI buildout drive up prices and profits at firms ranging from giant Nvidia and memory chip firm Micron to Marvell Technology.
但过去一个月，融资条件收紧对这一交易的势头构成了考验。这使得一些原本预期的IPO继续观望，也让一些高杠杆的人工智能基础设施公司承受压力。费城半导体指数自10月创下近期高点以来已下跌13%，较6月的历史高点下跌21%。
But the momentum of that trade has been tested over the past month by tightening financing terms. That has kept some expected IPOs on the sidelines and put some highly leveraged AI infrastructure firms under pressure. The SOX has declined 13% since hitting its recent high in October and is off 21% from its all-time high in June.
不过，盘前和盘后交易往往会相对流动性更强的常规交易时段夸大波动幅度，尤其是对那些受竞争对手消息影响的股票而言。
That said, pre- and after-market trading often exaggerates moves relative to those in the more liquid regular session, particularly for stocks affected by a rival's news.
“我认为这不会对市场产生太大影响，”考伊·福雷斯特说。“听起来这是个人电脑方面的问题。AMD明天也可能成为抛售对象。英特尔与人工智能关系不大，这就是市场可能会忽略它的原因。”
"I think it should not have much of an effect on the market," said Caughey Forrest. "It sounds like it was a PC issue. AMD may be a target for selling tomorrow too. Intel does not have much to do with AI, which is why the market might ignore it."