<p>半导体股票这一周波动剧烈，原因显而易见，关税扰乱了全球供应链和资本支出，从而影响了对芯片的需求。</p>
<p>按净资产计算，最大的半导体交易所交易基金（ETF）之一是 <strong>iShares Semiconductor ETF</strong>（SOXX 2.18%）。该基金在周三飙升了 19%，主要受益于 <strong>Nvidia</strong> 和 <strong>Broadcom</strong> 等主要持股的巨大涨幅，市场因希望贸易紧张局势能够缓解而大幅上涨。</p>
<p>以下是该 ETF 为何在寻求投资人工智能（AI）和日益增长的全球连接性的芯片公司时，显得尤为突出且值得购买的原因。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTQzNTUvYS1wZXJzb24tc21pbGluZy13aGlsZS1zaXR0aW5nLWF0LWEtdGFibGUtaW4tZnJvbnQtb2YtYS1sYXB0b3AtY29tcHV0ZXIuanBnJnc9NzAw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTQzNTUvYS1wZXJzb24tc21pbGluZy13aGlsZS1zaXR0aW5nLWF0LWEtdGFibGUtaW4tZnJvbnQtb2YtYS1sYXB0b3AtY29tcHV0ZXIuanBnJnc9NzAw"/></p>
<p>图片来源：Getty Images。</p>
<h2>一周的过山车</h2>
<p>iShares Semiconductor ETF 是一个教科书般的例子，说明为什么一个基金可以持有数十只股票，但如果与某一主题相关，仍然会高度波动。</p>
<p>如前所述，该基金在周三飙升。在此之前，它在周二下跌了 4%；周一上涨了 2%；4 月 2 日下跌了 7.5%；4 月 3 日下跌了 10%。当尘埃落定时，该基金在这五天内下跌了 3%，展示了在周三的巨大反弹之前，芯片股票的抛售程度。</p>
<p>当股价如此剧烈波动时，保持平稳可能会很困难。但保持长期视角是接触半导体行业和 iShares Semiconductor ETF 的最佳方式。</p>
<h2>对芯片行业的广泛曝光</h2>
<p>该基金让投资者接触到芯片行业的不同方面。Nvidia 是 AI 应用图形处理单元（GPU）制造的无可争议的领导者。</p>
<p>Broadcom 制造加速器芯片，或专用集成电路（ASIC），这些芯片是为 AI 任务而设计的。该公司还通过收购 VMware 建立了一个不断增长的软件即服务平台，并拥有一个成熟的网络连接硬件部门。</p>
<p>该基金的第三大持股 <strong>德州仪器</strong> 是模拟和嵌入式芯片的知名企业，主要用于工业和汽车领域。</p>
<p><strong>高通</strong> 是该基金的第四大持股，权重为 6.8%。该公司是智能手机芯片制造的领导者，其处理器为三星的生成 AI 支持的 Galaxy 智能手机提供动力。</p>
<p><strong>超威半导体</strong> 是第五大持股。它在中央处理单元（CPU）方面占据了稳固的市场地位，但正在努力在与 Nvidia 竞争的数据中心 GPU 市场中扩大市场份额。到目前为止，AMD 相对不太成功，这证明了 Nvidia 在竞争中的领先地位。</p>
<p>总的来说，前五大持股占该基金的 38%。该基金总共有 30 只持股，涵盖了芯片行业的多个领域。它是接触芯片设计师、制造商、组件和设备供应商以及半导体行业其他部分的稳健方式。</p>
<h2>投资 AI 的简单方式</h2>
<p>即使在周三的飙升之后，iShares Semiconductor ETF 在撰写本文时仍然下跌了 15%（年初至今）。Nvidia 年初至今下跌了 15%，而 Broadcom 仍然下跌了超过 20%。</p>
<p>当市场波动时，接触潜在投资的最佳方式是放眼长远，建立一个投资论点，说明为什么一只股票或 ETF 值得至少持有三到五年。购买 iShares Semiconductor ETF 的最简单理由是它是投资 AI 的一个全面方式。</p>
<p>像 Nvidia 和 Broadcom 这样的公司并不介意 <strong>微软</strong> 或 <strong>Alphabet</strong> 从 <strong>亚马逊</strong> 云服务中抢占市场份额，只要数据中心的需求持续增长。iShares Semiconductor ETF 进一步扩展了这一理念，拥有行业内的领导者，使投资者能够从整体增长中受益，即使例如，AMD 最终从 Nvidia 那里抢占了一些市场份额，或者超大规模云服务商在某些应用中发现 Broadcom 的 ASIC 比 Nvidia 的 GPU 更具价值。</p>
<p>在购买 iShares Semiconductor ETF 之前，重要的是要认识到该基金高度波动，因此只有在您具有高风险承受能力和长期投资视野时才应考虑。此外，查看基金持股列表，看看您是否会拥有重复的持股也是值得的。例如，假设您已经拥有 Nvidia 并对您的持股感到满意。在这种情况下，考虑到该基金将使您对 Nvidia 的曝光进一步增加，它可能不是最佳购买选择。</p>
<p>该基金的费用比率为 0.35%，费用结构并不像您在更大、被动管理的基金中找到的那样低。但 iShares Semiconductor ETF 仍然是希望以简单直接的方式增加半导体投资者的良好起点。</p>

英伟达

博通

<p>iShares 半导体 ETF 在一天内飙升了 19%，受益于英伟达和博通的涨幅，以及贸易紧张局势的缓解。尽管近期波动性较大，该 ETF 仍提供了对半导体行业的广泛曝光，包括德州仪器和高通等关键参与者。尽管年初至今下跌了 15%，但对于希望利用人工智能增长的投资者来说，它仍然是一个稳健的投资选择。投资者应注意其波动性以及如果已经持有英伟达等股票可能出现的重复持股问题。该 ETF 的费用比率为 0.35%，是半导体投资的良好切入点</p>

<p>It's been a wild week for semiconductor stocks. And for good reason, as tariffs throw a wrench into global supply chains and capital spending, thereby affecting demand for chips.</p>
<div class="lb-trans"><p>半导体股票这一周波动剧烈，原因显而易见，关税扰乱了全球供应链和资本支出，从而影响了对芯片的需求。</p>
</div><p>One of the largest semiconductor exchange-traded funds (ETFs) by net assets is the <strong>iShares Semiconductor ETF</strong>(SOXX 2.18%). The fund surged 19% on Wednesday, fueled by huge gains in top holdings like <strong>Nvidia</strong> and <strong>Broadcom</strong>, as the market skyrocketed in hopes that trade tensions could ease.</p>
<div class="lb-trans"><p>按净资产计算，最大的半导体交易所交易基金（ETF）之一是 <strong>iShares Semiconductor ETF</strong>（SOXX 2.18%）。该基金在周三飙升了 19%，主要受益于 <strong>Nvidia</strong> 和 <strong>Broadcom</strong> 等主要持股的巨大涨幅，市场因希望贸易紧张局势能够缓解而大幅上涨。</p>
</div><p>Here's why the ETF stands out as a solid buy for folks looking for chip companies to invest in artificial intelligence (AI) and growing global connectivity.</p>
<div class="lb-trans"><p>以下是该 ETF 为何在寻求投资人工智能（AI）和日益增长的全球连接性的芯片公司时，显得尤为突出且值得购买的原因。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTQzNTUvYS1wZXJzb24tc21pbGluZy13aGlsZS1zaXR0aW5nLWF0LWEtdGFibGUtaW4tZnJvbnQtb2YtYS1sYXB0b3AtY29tcHV0ZXIuanBnJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F814355%2Fa-person-smiling-while-sitting-at-a-table-in-front-of-a-laptop-computer.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>A roller-coaster week</h2>
<div class="lb-trans"><h2>一周的过山车</h2>
</div><p>The iShares Semiconductor ETF is a textbook example of why a fund can hold dozens of stocks but still be highly volatile if it is tied to one theme.</p>
<div class="lb-trans"><p>iShares Semiconductor ETF 是一个教科书般的例子，说明为什么一个基金可以持有数十只股票，但如果与某一主题相关，仍然会高度波动。</p>
</div><p>As mentioned, the fund surged on Wednesday. Before that, it fell 4% on Tuesday; was up 2% on Monday, fell 7.5% on April 2; and dropped 10% on April 3. When the dust had settled, the fund was down 3% in those five days, showcasing the extent of the sell-off in chip stocks before Wednesday's monster rally.</p>
<div class="lb-trans"><p>如前所述，该基金在周三飙升。在此之前，它在周二下跌了 4%；周一上涨了 2%；4 月 2 日下跌了 7.5%；4 月 3 日下跌了 10%。当尘埃落定时，该基金在这五天内下跌了 3%，展示了在周三的巨大反弹之前，芯片股票的抛售程度。</p>
</div><p>When equity prices are swinging this wildly to the upside and the downside, it can be difficult to stay on an even keel. But maintaining a long-term outlook is the best way to approach the semiconductor industry and the iShares Semiconductor ETF.</p>
<div class="lb-trans"><p>当股价如此剧烈波动时，保持平稳可能会很困难。但保持长期视角是接触半导体行业和 iShares Semiconductor ETF 的最佳方式。</p>
</div><h2>Broad-based exposure to the chip industry</h2>
<div class="lb-trans"><h2>对芯片行业的广泛曝光</h2>
</div><p>The fund gives investors exposure to different aspects of the chip industry. Nvidia is the undisputed leader in making graphics processing units (GPUs) for AI applications.</p>
<div class="lb-trans"><p>该基金让投资者接触到芯片行业的不同方面。Nvidia 是 AI 应用图形处理单元（GPU）制造的无可争议的领导者。</p>
</div><p>Broadcom makes accelerator chips, or application-specific integrated circuits (ASICs) that are built for AI tasks. The company also has a growing software-as-a-service platform through its acquisition of VMware, as well as an established network connectivity hardware division.</p>
<div class="lb-trans"><p>Broadcom 制造加速器芯片，或专用集成电路（ASIC），这些芯片是为 AI 任务而设计的。该公司还通过收购 VMware 建立了一个不断增长的软件即服务平台，并拥有一个成熟的网络连接硬件部门。</p>
</div><p>The third-largest holding in the fund, <strong>Texas Instruments</strong>, is an established player in analog and embedded chips mainly used for the industrial and automotive sectors.</p>
<div class="lb-trans"><p>该基金的第三大持股 <strong>德州仪器</strong> 是模拟和嵌入式芯片的知名企业，主要用于工业和汽车领域。</p>
</div><p><strong>Qualcomm</strong> is the fourth-largest holding in the fund, with a 6.8% weighting. The company is a leader in smartphone chip manufacturing, and its processors power Samsung's generative-AI-enabled Galaxy smartphones.</p>
<div class="lb-trans"><p><strong>高通</strong> 是该基金的第四大持股，权重为 6.8%。该公司是智能手机芯片制造的领导者，其处理器为三星的生成 AI 支持的 Galaxy 智能手机提供动力。</p>
</div><p><strong>Advanced Micro Devices</strong> is the fifth-largest holding. It has an entrenched position in central processing units but is trying to grow its market share in GPUs for data centers that compete with Nvidia. AMD has been relatively unsuccessful so far, a testament to Nvidia's lead over the competition.</p>
<div class="lb-trans"><p><strong>超威半导体</strong> 是第五大持股。它在中央处理单元（CPU）方面占据了稳固的市场地位，但正在努力在与 Nvidia 竞争的数据中心 GPU 市场中扩大市场份额。到目前为止，AMD 相对不太成功，这证明了 Nvidia 在竞争中的领先地位。</p>
</div><p>All told, the top five holdings make up 38% of the fund. With 30 total holdings, it is well diversified across the chip industry. It's a solid way to get exposure to chip designers, manufacturers, components and equipment suppliers, and other parts of the semiconductor industry.</p>
<div class="lb-trans"><p>总的来说，前五大持股占该基金的 38%。该基金总共有 30 只持股，涵盖了芯片行业的多个领域。它是接触芯片设计师、制造商、组件和设备供应商以及半导体行业其他部分的稳健方式。</p>
</div><h2>A simple way to invest in AI</h2>
<div class="lb-trans"><h2>投资 AI 的简单方式</h2>
</div><p>Even after Wednesday's surge, the iShares Semiconductor ETF is down 15% year to date (YTD) at the time of this writing. Nvidia is down 15% YTD, and Broadcom is still down slightly over 20%.</p>
<div class="lb-trans"><p>即使在周三的飙升之后，iShares Semiconductor ETF 在撰写本文时仍然下跌了 15%（年初至今）。Nvidia 年初至今下跌了 15%，而 Broadcom 仍然下跌了超过 20%。</p>
</div><p>When markets are volatile, the best way to approach a potential investment is to zoom out and build an investment thesis for why a stock or ETF could be worth holding for at least three to five years. The simplest reason to buy the iShares Semiconductor ETF is for a catchall way to invest in AI.</p>
<div class="lb-trans"><p>当市场波动时，接触潜在投资的最佳方式是放眼长远，建立一个投资论点，说明为什么一只股票或 ETF 值得至少持有三到五年。购买 iShares Semiconductor ETF 的最简单理由是它是投资 AI 的一个全面方式。</p>
</div><p>Companies like Nvidia and Broadcom don't mind if <strong>Microsoft</strong> or <strong>Alphabet</strong> take market share from <strong>Amazon</strong> Web Services, as long as data center demand continues to grow. The iShares Semiconductor ETF takes that same idea a step further by owning leaders across the industry so that investors benefit from overall growth even if, for example, AMD eventually takes some market share from Nvidia, or hyperscalers find more value from Broadcom's ASICs for certain applications than Nvidia's GPUs.</p>
<div class="lb-trans"><p>像 Nvidia 和 Broadcom 这样的公司并不介意 <strong>微软</strong> 或 <strong>Alphabet</strong> 从 <strong>亚马逊</strong> 云服务中抢占市场份额，只要数据中心的需求持续增长。iShares Semiconductor ETF 进一步扩展了这一理念，拥有行业内的领导者，使投资者能够从整体增长中受益，即使例如，AMD 最终从 Nvidia 那里抢占了一些市场份额，或者超大规模云服务商在某些应用中发现 Broadcom 的 ASIC 比 Nvidia 的 GPU 更具价值。</p>
</div><p>Before buying the iShares Semiconductor ETF, it's important to recognize that the fund is highly volatile, so it should only be approached if you have a high risk tolerance and long-term time horizon. It's also worth scanning the list of holdings in the fund to see if you would end up with duplicate holdings. For example, suppose you already own Nvidia and are comfortable with your position. In that case, the fund may not be the best buy, considering it would give you even more exposure to Nvidia.</p>
<div class="lb-trans"><p>在购买 iShares Semiconductor ETF 之前，重要的是要认识到该基金高度波动，因此只有在您具有高风险承受能力和长期投资视野时才应考虑。此外，查看基金持股列表，看看您是否会拥有重复的持股也是值得的。例如，假设您已经拥有 Nvidia 并对您的持股感到满意。在这种情况下，考虑到该基金将使您对 Nvidia 的曝光进一步增加，它可能不是最佳购买选择。</p>
</div><p>With a 0.35% expense ratio, the fund doesn't have as low a fee structure as you'll find from larger, passively managed funds. But the iShares Semiconductor ETF is still a good starting point for investors looking for a plug-and-play way to boost their semiconductor exposure.</p>
<div class="lb-trans"><p>该基金的费用比率为 0.35%，费用结构并不像您在更大、被动管理的基金中找到的那样低。但 iShares Semiconductor ETF 仍然是希望以简单直接的方式增加半导体投资者的良好起点。</p>
</div>

Nvidia and Broadcom Helped Propel This ETF 18% Higher in a Single Day. Here's Why It's Still a Buy Now.

- 半导体股票经历剧烈波动，受关税影响全球供应链。  
- iShares 半导体 ETF 在周三上涨 19%，主要受 Nvidia 和 Broadcom 的推动。  
- 投资者应关注长期投资，尽管该基金年初至今下跌 15%。

英伟达和博通帮助推动这个 ETF 在一天内上涨了 18%。以下是为什么它现在仍然值得买入的原因