---
title: "由于债券收益率的飙升以及供应方面的担忧，半导体股票出现下滑"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/286954567.md"
description: "费城半导体指数经历了自三月以来的最大跌幅，英特尔、美光科技和闪迪均出现重大损失。对三星可能罢工和台积电股权出售的担忧加剧了人们对全球芯片供应链脆弱性的担忧。此外，对半导体的对冲基金敞口已达到全球投资组合的 19%，使该行业更容易受到市场波动的影响"
datetime: "2026-05-19T18:43:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286954567.md)
  - [en](https://longbridge.com/en/news/286954567.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286954567.md)
---

# 由于债券收益率的飙升以及供应方面的担忧，半导体股票出现下滑

Sharpest drop since March: The Philadelphia Semiconductor Index plunged over two days, with Intel, Micron, and Sandisk among the biggest losers. Supply chain jitters: Fears of a Samsung strike and a TSMC stake sale rattled investors, highlighting vulnerabilities in the global chip supply network. Record exposure at risk: Hedge fund exposure to semiconductors hit 19% of global portfolios, leaving the sector more vulnerable to market swings.

### 相关股票

- [SSNGY.US](https://longbridge.com/zh-CN/quote/SSNGY.US.md)
- [TSM.US](https://longbridge.com/zh-CN/quote/TSM.US.md)
- [MU.US](https://longbridge.com/zh-CN/quote/MU.US.md)
- [INTC.US](https://longbridge.com/zh-CN/quote/INTC.US.md)
- [SOXL.US](https://longbridge.com/zh-CN/quote/SOXL.US.md)
- [PSI.US](https://longbridge.com/zh-CN/quote/PSI.US.md)
- [FTXL.US](https://longbridge.com/zh-CN/quote/FTXL.US.md)
- [SOXX.US](https://longbridge.com/zh-CN/quote/SOXX.US.md)
- [MULL.US](https://longbridge.com/zh-CN/quote/MULL.US.md)
- [INTW.US](https://longbridge.com/zh-CN/quote/INTW.US.md)
- [SOXQ.US](https://longbridge.com/zh-CN/quote/SOXQ.US.md)
- [SNDK.US](https://longbridge.com/zh-CN/quote/SNDK.US.md)
- [SNDKV.US](https://longbridge.com/zh-CN/quote/SNDKV.US.md)
- [SMSN.UK](https://longbridge.com/zh-CN/quote/SMSN.UK.md)

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