--- title: "科技股因对人工智能的担忧而下跌；美光科技在尾盘交易中反弹——科技综述" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/290747992.md" description: "科技股因行业轮动而下跌，但美光科技在盘后交易中因强劲的人工智能驱动的内存芯片需求上涨超过 15%。相反，Cerebras Systems 尽管超出盈利预期却大幅下跌。与此同时，SK 海力士计划通过在美国上市筹集 290 亿美元用于人工智能扩展，OpenAI 则与博通合作开发定制的人工智能芯片" datetime: "2026-06-24T22:54:01.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/290747992.md) - [en](https://longbridge.com/en/news/290747992.md) - [zh-HK](https://longbridge.com/zh-HK/news/290747992.md) --- # 科技股因对人工智能的担忧而下跌；美光科技在尾盘交易中反弹——科技综述 Shares of technology companies slid as traders continued to rotate out of the sector. A surge in Micron Technology shares after the session indicated the tech rally could soon resume, however. Shares of AI chip maker Cerebras Systems plunged despite reporting better-than-anticipated earnings Tuesday. Similarly, Micron, which is up more than sevenfold from a year ago, was down by more than 5% at one stage ahead of its earnings report. Micron shares rose by more than 15% in late trading as AI demand drove up prices of memory chips and the company's quarterly revenue. "The problem is a lot of investors are buying things simply because they're up without understanding why they're buying it or what they're buying for that matter," said Oliver Pursche, senior vice president at financial advisory Wealthspire. South Korean chip maker SK Hynix plans to raise more than $29 billion for AI expansion through a U.S. listing, one of the largest ever share sales. OpenAI and Broadcom collaborated to develop a custom artificial-intelligence chip, marking the next step in the ChatGPT-parent's strategy to build out a full stack behind its models and products. Write to Rob Curran at rob.curran@dowjones.com (END) Dow Jones Newswires June 24, 2026 18:49 ET (22:49 GMT) Copyright (c) 2026 Dow Jones & Company, Inc. ### 相关股票 - [CBRS.US](https://longbridge.com/zh-CN/quote/CBRS.US.md) - [MU.US](https://longbridge.com/zh-CN/quote/MU.US.md) - [AVGO.US](https://longbridge.com/zh-CN/quote/AVGO.US.md) - [MULL.US](https://longbridge.com/zh-CN/quote/MULL.US.md) - [07709.HK](https://longbridge.com/zh-CN/quote/07709.HK.md) - [MUU.US](https://longbridge.com/zh-CN/quote/MUU.US.md) - [CBRX.US](https://longbridge.com/zh-CN/quote/CBRX.US.md) - [CBRZ.US](https://longbridge.com/zh-CN/quote/CBRZ.US.md) - [AVS.US](https://longbridge.com/zh-CN/quote/AVS.US.md) - [MUD.US](https://longbridge.com/zh-CN/quote/MUD.US.md) - [AVGX.US](https://longbridge.com/zh-CN/quote/AVGX.US.md) - [AVL.US](https://longbridge.com/zh-CN/quote/AVL.US.md) - [03121.HK](https://longbridge.com/zh-CN/quote/03121.HK.md) - [AVGG.US](https://longbridge.com/zh-CN/quote/AVGG.US.md) - [AVGW.US](https://longbridge.com/zh-CN/quote/AVGW.US.md) - [AVGU.US](https://longbridge.com/zh-CN/quote/AVGU.US.md) - [CBRG.US](https://longbridge.com/zh-CN/quote/CBRG.US.md) - [EWY.US](https://longbridge.com/zh-CN/quote/EWY.US.md) - [MUYY.US](https://longbridge.com/zh-CN/quote/MUYY.US.md) - [MUZ.US](https://longbridge.com/zh-CN/quote/MUZ.US.md) - [SMH.US](https://longbridge.com/zh-CN/quote/SMH.US.md) - [SOXX.US](https://longbridge.com/zh-CN/quote/SOXX.US.md) - [SOXL.US](https://longbridge.com/zh-CN/quote/SOXL.US.md) - [SOXQ.US](https://longbridge.com/zh-CN/quote/SOXQ.US.md) - [XSD.US](https://longbridge.com/zh-CN/quote/XSD.US.md) - [PSI.US](https://longbridge.com/zh-CN/quote/PSI.US.md) - [FTXL.US](https://longbridge.com/zh-CN/quote/FTXL.US.md) ## 相关资讯与研究 - [华泰期货：美光财报亮眼，科技叙事继续](https://longbridge.com/zh-CN/news/290765855.md) - [韩国又堵了](https://longbridge.com/zh-CN/news/290640684.md) - [美光财报今夜揭晓：AI 交易临界点逼近，存储龙头能否延续超级周期？](https://longbridge.com/zh-CN/news/290694662.md) - [DWS：预计美联储明年减息 2 次 继续看好韩台科技股](https://longbridge.com/zh-CN/news/290685541.md) - [AI 引爆亚洲存储巨头赴美上市潮：传 SK 海力士将向韩国监管申报发行 ADR 募资或高达 260 亿美元](https://longbridge.com/zh-CN/news/290662760.md)