---
title: "为什么 SOXX 的未来 12 个月取决于五大科技巨头的资本支出决策"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/289123617.md"
description: "iShares 半导体 ETF (SOXX) 由于超大规模 AI 资本支出的推动而大幅上涨。其表现取决于 Meta、微软、谷歌、亚马逊和甲骨文的资本支出决策。主要风险包括英伟达相对于美光和 AMD 等同行的表现不佳，这将触发机械性再平衡，减少对英伟达的敞口。投资者应关注超大规模公司的季度指引和供应承诺，以寻找周期下行的迹象"
datetime: "2026-06-09T02:11:38.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/289123617.md)
  - [en](https://longbridge.com/en/news/289123617.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/289123617.md)
---

# 为什么 SOXX 的未来 12 个月取决于五大科技巨头的资本支出决策

Quick ReadSOXX has surged 89% YTD and 174% over the past year, fueled by five hyperscalers physically wiring billions into AI data centers.NVDA has lagged the basket while MU surged 240% YTD, so the next quarterly rebalance will mechanically trim winners and top up NVDA.NVIDIA's supply commitments hit $119B as Q2 revenue guidance reached $91B; two ...

### 相关股票

- [NVDA.US](https://longbridge.com/zh-CN/quote/NVDA.US.md)
- [AMD.US](https://longbridge.com/zh-CN/quote/AMD.US.md)
- [META.US](https://longbridge.com/zh-CN/quote/META.US.md)
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- [NYYY.US](https://longbridge.com/zh-CN/quote/NYYY.US.md)
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- [NVDU.US](https://longbridge.com/zh-CN/quote/NVDU.US.md)
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- [MUU.US](https://longbridge.com/zh-CN/quote/MUU.US.md)
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- [METU.US](https://longbridge.com/zh-CN/quote/METU.US.md)
- [GGLL.US](https://longbridge.com/zh-CN/quote/GGLL.US.md)
- [AMDL.US](https://longbridge.com/zh-CN/quote/AMDL.US.md)
- [ORCX.US](https://longbridge.com/zh-CN/quote/ORCX.US.md)
- [MULL.US](https://longbridge.com/zh-CN/quote/MULL.US.md)
- [07788.HK](https://longbridge.com/zh-CN/quote/07788.HK.md)
- [GGLS.US](https://longbridge.com/zh-CN/quote/GGLS.US.md)
- [MUD.US](https://longbridge.com/zh-CN/quote/MUD.US.md)
- [NVDY.US](https://longbridge.com/zh-CN/quote/NVDY.US.md)
- [NVD.DE](https://longbridge.com/zh-CN/quote/NVD.DE.md)

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