---
title: "博通盈利未达预期导致市值蒸发 3150 亿美元，重创芯片股"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/288783302.md"
description: "博通对人工智能芯片前景的失望预期抹去了超过 3150 亿美元的市场价值，触发了历史性的单日抛售。这一下降显著影响了包括英伟达、AMD、英特尔和美光在内的主要半导体股票，扭转了近期由人工智能驱动的涨幅。分析师警告称，该行业的高估值在收益或指引未能达到高预期时，会加大下行风险"
datetime: "2026-06-04T23:41:38.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/288783302.md)
  - [en](https://longbridge.com/en/news/288783302.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/288783302.md)
---

# 博通盈利未达预期导致市值蒸发 3150 亿美元，重创芯片股

Massive market wipeout: Broadcom's weaker-than-expected AI chip outlook erased over $315 billion in market value, triggering one of the largest single-day losses in history. Sector-wide ripple effect: The selloff hit major chipmakers including Micron, Nvidia, AMD, and Intel, reversing recent rally gains fueled by AI optimism. Valuations under pressure: Analysts warn that sky-high valuations in the semiconductor sector magnify downside risks when earnings or guidance fail to exceed expectations.

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