---
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)
- [MU.US](https://longbridge.com/zh-CN/quote/MU.US.md)
- [GOOG.US](https://longbridge.com/zh-CN/quote/GOOG.US.md)
- [ORCL.US](https://longbridge.com/zh-CN/quote/ORCL.US.md)
- [GOOGL.US](https://longbridge.com/zh-CN/quote/GOOGL.US.md)
- [MUYY.US](https://longbridge.com/zh-CN/quote/MUYY.US.md)
- [AMDD.US](https://longbridge.com/zh-CN/quote/AMDD.US.md)
- [GOOY.US](https://longbridge.com/zh-CN/quote/GOOY.US.md)
- [NYYY.US](https://longbridge.com/zh-CN/quote/NYYY.US.md)
- [NVYY.US](https://longbridge.com/zh-CN/quote/NVYY.US.md)
- [FBY.US](https://longbridge.com/zh-CN/quote/FBY.US.md)
- [NVDW.US](https://longbridge.com/zh-CN/quote/NVDW.US.md)
- [NVDO.US](https://longbridge.com/zh-CN/quote/NVDO.US.md)
- [NVDG.US](https://longbridge.com/zh-CN/quote/NVDG.US.md)
- [FBYY.US](https://longbridge.com/zh-CN/quote/FBYY.US.md)
- [NVDB.US](https://longbridge.com/zh-CN/quote/NVDB.US.md)
- [NVD.US](https://longbridge.com/zh-CN/quote/NVD.US.md)
- [SOXX.US](https://longbridge.com/zh-CN/quote/SOXX.US.md)
- [METW.US](https://longbridge.com/zh-CN/quote/METW.US.md)
- [METD.US](https://longbridge.com/zh-CN/quote/METD.US.md)
- [AMUU.US](https://longbridge.com/zh-CN/quote/AMUU.US.md)
- [FBL.US](https://longbridge.com/zh-CN/quote/FBL.US.md)
- [07388.HK](https://longbridge.com/zh-CN/quote/07388.HK.md)
- [NVDQ.US](https://longbridge.com/zh-CN/quote/NVDQ.US.md)
- [NVDD.US](https://longbridge.com/zh-CN/quote/NVDD.US.md)
- [NVDU.US](https://longbridge.com/zh-CN/quote/NVDU.US.md)
- [GOOW.US](https://longbridge.com/zh-CN/quote/GOOW.US.md)
- [NVDX.US](https://longbridge.com/zh-CN/quote/NVDX.US.md)
- [NVDL.US](https://longbridge.com/zh-CN/quote/NVDL.US.md)
- [MUU.US](https://longbridge.com/zh-CN/quote/MUU.US.md)
- [NVDS.US](https://longbridge.com/zh-CN/quote/NVDS.US.md)
- [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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