<p>投资者 <strong>Ross Gerber</strong> 周二表示，卖出半导体股票的人专注于短期，称最近的回调是 “长期投资者的礼物”，因为韩国芯片制造商 <strong>SK Hynix</strong> 将于本周晚些时候进行 290 亿美元的美国上市。</p>
<h2><strong>Gerber 称芯片股票是市场上 ‘最便宜’ 的</strong></h2>
<p>“卖出芯片股票的人似乎被非常短期的思维所困，” Gerber 在 X 上的帖子中说道。</p>
<p>Gerber Kawasaki 的首席执行官称半导体公司是 “市场上最便宜的股票之一”，并将最近的疲软描述为 “想要退休者的礼物”。</p>
<p>他指出 <strong>NVIDIA Corp</strong>. (NASDAQ: NVDA)、<strong>Micron Technology Inc</strong>. (NASDAQ: MU) 和 <strong>Broadcom Inc</strong>. (NASDAQ: AVGO)，这三家公司是人工智能基础设施建设的核心，他认为这些股票在最近的回调后具有吸引力。</p>
<blockquote>
<p>卖出芯片股票的人似乎被非常短期的思维所困。这些是市场上最便宜的股票。想要退休者的礼物。 $mu $nvda $AVGO</p>
<p>— Ross Gerber (@GerberKawasaki) 2026 年 7 月 7 日</p>
</blockquote>
<p>截至目前，Nvidia 的股价上涨了 4.28%，过去一年上涨了 24.45%，而 Micron 今年迄今已飙升 197.50%，过去一年上涨了 682.51%。</p>
<p>截至目前，Broadcom 的股价上涨了 6.66%，在过去 52 周内上涨了 35.23%。</p>
<p><strong>另请阅读：</strong>
<strong>SpaceX、ClearOne、FuelCell Energy、Cloudflare 和 Penguin Solutions：为什么这 5 只股票今天受到投资者关注</strong></p>
<h2>芯片股票延续多周回调</h2>
<p>半导体股票在过去几周一直受到压力，因与人工智能相关的股票的急剧反弹推高了估值，投资者在整个行业中越来越多地获利了结。</p>
<p>最新一轮抛售发生在周二，<strong>三星电子有限公司</strong> 的股价下跌近 7%，尽管报告了创纪录的初步收益，投资者关注的指导意见符合但未超过市场预期。</p>
<p>疲软蔓延至亚洲和美国的内存股票，影响了包括 Micron、<strong>SanDisk Corporation (NASDAQ: SNDK)</strong> 和 <strong>Western Digital Corporation (NASDAQ: WDC)</strong> 在内的公司。</p>
<h2>SK Hynix 上市保持 AI 领域关注</h2>
<p>在 SK Hynix 计划于周五进行 290 亿美元的 纳斯达克上市 之前，该领域仍然备受关注，预计这将成为外国公司在美国上市中最大的之一。</p>
<p>这家韩国内存芯片制造商是用于 Nvidia 人工智能处理器的高带宽内存芯片的关键供应商。</p>
<p><strong>价格动态：</strong> 周二，Micron 的股价下跌 4.71%，报 938.38 美元，并在盘后交易中进一步下跌 2.51%。</p>
<p><strong>Benzinga 边缘排名</strong> 显示 MU 的动量得分在第 99 百分位，增长得分在第 84 百分位。</p>
<p></p>
<p><strong>另请阅读：</strong>
<strong>比特币持平，以太坊、XRP、狗狗币下跌，美国对伊朗发动攻击：分析师发现 BTC 的定投 ‘机会’</strong></p>
<p><strong><em>免责声明</em>：</strong> <em>此内容部分由 AI 工具生成，并由 Benzinga 编辑审阅和发布。</em></p>
<p><em>图片来源：JHVEPhoto 在 Shutterstock.com</em></p>

英伟达

美光科技

1 倍做空 MU ETF - Direxion

<p>投资者罗斯·格伯（Ross Gerber）将近期半导体股票的抛售称为长期投资者的 “礼物”，批评短期思维。他强调英伟达（NVIDIA）、美光科技（Micron）和博通（Broadcom）在 SK 海力士（SK Hynix）290 亿美元的美国上市前被低估。尽管由于在人工智能反弹后获利了结导致的多周回调，格伯认为当前的疲软是一个机会</p>

<p>Investor <strong>Ross Gerber</strong> said Tuesday that those selling semiconductor stocks were focusing on the short term, calling the recent pullback “a gift” for long-term investors ahead of South Korea’s chipmaker <strong>SK Hynix</strong>‘s $29 billion U.S. listing later this week.</p>
<div class="lb-trans"><p>投资者 <strong>Ross Gerber</strong> 周二表示，卖出半导体股票的人专注于短期，称最近的回调是 “长期投资者的礼物”，因为韩国芯片制造商 <strong>SK Hynix</strong> 将于本周晚些时候进行 290 亿美元的美国上市。</p>
</div><h2><strong>Gerber Calls Chip Stocks ‘Least Expensive’ In The Market</strong></h2>
<div class="lb-trans"><h2><strong>Gerber 称芯片股票是市场上 ‘最便宜’ 的</strong></h2>
</div><p>“People selling chip stocks seem to be captured by very short term thinking,” Gerber said in a post on X.</p>
<div class="lb-trans"><p>“卖出芯片股票的人似乎被非常短期的思维所困，” Gerber 在 X 上的帖子中说道。</p>
</div><p>The Gerber Kawasaki CEOcalled semiconductor companies “some of the least expensive stocks in the market” and described the recent weakness as “a gift for those who want to retire.”</p>
<div class="lb-trans"><p>Gerber Kawasaki 的首席执行官称半导体公司是 “市场上最便宜的股票之一”，并将最近的疲软描述为 “想要退休者的礼物”。</p>
</div><p>He picked out <strong>NVIDIA Corp</strong>. (NASDAQ: NVDA), <strong>Micron Technology Inc</strong>. (NASDAQ: MU) and <strong>Broadcom Inc</strong>. (NASDAQ: AVGO), three companies at the center of the artificial intelligence infrastructure buildout, as stocks he believes were attractive following the recent pullback.</p>
<div class="lb-trans"><p>他指出 <strong>NVIDIA Corp</strong>. (NASDAQ: NVDA)、<strong>Micron Technology Inc</strong>. (NASDAQ: MU) 和 <strong>Broadcom Inc</strong>. (NASDAQ: AVGO)，这三家公司是人工智能基础设施建设的核心，他认为这些股票在最近的回调后具有吸引力。</p>
</div><blockquote>
<p>People selling chip stocks seem to be captured by very short term thinking. These are some of the least expensive stocks in the market. A gift for those who want to retire. $mu $nvda $AVGO</p>
<p>— Ross Gerber (@GerberKawasaki) July 7, 2026</p>
</blockquote>
<div class="lb-trans"><blockquote>
<p>卖出芯片股票的人似乎被非常短期的思维所困。这些是市场上最便宜的股票。想要退休者的礼物。 $mu $nvda $AVGO</p>
<p>— Ross Gerber (@GerberKawasaki) 2026 年 7 月 7 日</p>
</blockquote>
</div><p>Shares of Nvidia have climbed 4.28% year-to-date and 24.45% over the past year, while Micron has soared 197.50% so far this year and 682.51% over the past year.</p>
<div class="lb-trans"><p>截至目前，Nvidia 的股价上涨了 4.28%，过去一年上涨了 24.45%，而 Micron 今年迄今已飙升 197.50%，过去一年上涨了 682.51%。</p>
</div><p>Year-to-date, Broadcom has gained 6.66% and has risen 35.23% over the past 52 weeks.</p>
<div class="lb-trans"><p>截至目前，Broadcom 的股价上涨了 6.66%，在过去 52 周内上涨了 35.23%。</p>
</div><p><strong>Read Also:</strong>
<strong>SpaceX, ClearOne, FuelCell Energy, Cloudflare and Penguin Solutions: Why These 5 Stocks Are on Investors' Radars Today</strong></p>
<div class="lb-trans"><p><strong>另请阅读：</strong>
<strong>SpaceX、ClearOne、FuelCell Energy、Cloudflare 和 Penguin Solutions：为什么这 5 只股票今天受到投资者关注</strong></p>
</div><h2>Chip Stocks Extend Multi-Week Pullback</h2>
<div class="lb-trans"><h2>芯片股票延续多周回调</h2>
</div><p>Semiconductor stocks have been under pressure for the past several weeks after a sharp rally in AI-related names pushed valuations higher, with investors increasingly taking profits across the sector.</p>
<div class="lb-trans"><p>半导体股票在过去几周一直受到压力，因与人工智能相关的股票的急剧反弹推高了估值，投资者在整个行业中越来越多地获利了结。</p>
</div><p>The latest leg of the selloff came Tuesday after <strong>Samsung Electronics Co. Ltd</strong> shares fell nearly 7% despite reporting record preliminary earnings, with investors focusing on guidance that met, but did not exceed market expectations.</p>
<div class="lb-trans"><p>最新一轮抛售发生在周二，<strong>三星电子有限公司</strong> 的股价下跌近 7%，尽管报告了创纪录的初步收益，投资者关注的指导意见符合但未超过市场预期。</p>
</div><p>The weakness spread across memory stocks in Asia and the U.S., weighing on companies including Micron, S <strong>andisk Corporation (NASDAQ: SNDK)</strong> and <strong>Western Digital Corporation (NASDAQ: WDC)</strong>.</p>
<div class="lb-trans"><p>疲软蔓延至亚洲和美国的内存股票，影响了包括 Micron、<strong>SanDisk Corporation (NASDAQ: SNDK)</strong> 和 <strong>Western Digital Corporation (NASDAQ: WDC)</strong> 在内的公司。</p>
</div><h2>SK Hynix Listing Keeps AI Sector In Focus</h2>
<div class="lb-trans"><h2>SK Hynix 上市保持 AI 领域关注</h2>
</div><p>The sector remains in focus ahead of SK hynix’s planned $29 billion Nasdaq listing on Friday, which is expected to rank among the largest U.S. listings by a foreign company.</p>
<div class="lb-trans"><p>在 SK Hynix 计划于周五进行 290 亿美元的 纳斯达克上市 之前，该领域仍然备受关注，预计这将成为外国公司在美国上市中最大的之一。</p>
</div><p>The South Korean memory chipmaker is a key supplier of high-bandwidth memory chips used in Nvidia’s AI processors.</p>
<div class="lb-trans"><p>这家韩国内存芯片制造商是用于 Nvidia 人工智能处理器的高带宽内存芯片的关键供应商。</p>
</div><p><strong>Price Action:</strong> Shares of Micron fell 4.71% on Tuesday at $938.38 and extended those losses to fall 2.51% in after-hours trading.</p>
<div class="lb-trans"><p><strong>价格动态：</strong> 周二，Micron 的股价下跌 4.71%，报 938.38 美元，并在盘后交易中进一步下跌 2.51%。</p>
</div><p><strong>Benzinga edge rankings</strong> indicate MU has a Momentum score in the 99th percentile and a Growth score in the 84th percentile.</p>
<div class="lb-trans"><p><strong>Benzinga 边缘排名</strong> 显示 MU 的动量得分在第 99 百分位，增长得分在第 84 百分位。</p>
</div><p></p>
<div class="lb-trans"><p></p>
</div><p><strong>Read Also:</strong>
<strong>Bitcoin Flat, Ethereum, XRP, Dogecoin Dip as US Strikes Iran: Analyst Spots Dollar-Cost Averaging 'Opportunity' in BTC</strong></p>
<div class="lb-trans"><p><strong>另请阅读：</strong>
<strong>比特币持平，以太坊、XRP、狗狗币下跌，美国对伊朗发动攻击：分析师发现 BTC 的定投 ‘机会’</strong></p>
</div><p><strong><em>Disclaimer</em>:</strong> <em>This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.</em></p>
<div class="lb-trans"><p><strong><em>免责声明</em>：</strong> <em>此内容部分由 AI 工具生成，并由 Benzinga 编辑审阅和发布。</em></p>
</div><p><em>Photo Courtesy: JHVEPhoto on Shutterstock.com</em></p>
<div class="lb-trans"><p><em>图片来源：JHVEPhoto 在 Shutterstock.com</em></p>
</div>

Ross Gerber Says Chip Sell Off 'a Gift' for Those That Want to Retire Even as SK Hynix US Debut Nears: 'Captured by Very Short-Term Thinking'

- 投资者罗斯·格伯称近期半导体股票下跌为长期投资者的 “礼物”。
- 他认为目前芯片股票价格低廉，建议关注 NVIDIA、Micron 和 Broadcom。
- SK 海力士即将上市，而投资者对该领域的关注仍在持续。

benzinga_article

2 倍做多 MU ETF - GraniteShares

2 倍做多 NVDA ETF - T-Rex

南方两倍做多英伟达

1 倍做空英伟达 ETF - Direxion

2 倍做多英伟达 ETF - GraniteShares

2 倍做多美光科技 ETF - Direxion

2 倍做空 NVDA ETF - GraniteShares

英伟达期权收益策略 ETF - YieldMax

南方两倍做空英伟达

2 倍做多英伟达 ETF - Direxion

1.5 倍做空英伟达 ETF - Tradr

2 倍做空 NVDA ETF - T-Rex

2 倍做多英伟达 ETF - Leverage Shares

XI二南英伟-U

ProShares Ultra NVDA

韩国 MSCI ETF - iShares

Leverage Shares 2x Cpd Acclrtd NVDAMnETF

NVDA 周配息 ETF - Roundhill

GraniteShares YieldBOOST NVDA ETF

xETFs NVDA Daily Income ETF

NVDA 期权收益策略 ETF - YieldMax

南方KOSPI

2 倍做多 MAG7 指数 ETF - Roundhill

GraniteShares YieldBOOST MU ETF

Defiance Daily Target 2X Short MU ETF

半导体 ETF - VanEck Vectors

费城交易所 半导体 ETF - iShares

半导体 3 倍做多 - Direxion

Invesco PHLX Semiconductor ETF

标普半导体 ETF - SPDR

动态半导体 ETF - Invesco

纳斯达克半导体 ETF - First Trust

博通

Clearone

燃料电池能源

CloudFlare

三星电子

闪迪

西部数据

NVIDIA Corporation

Samsung Electronics Co., Ltd. Sponsored GDR

Western Digital - WI

Ross Gerber 表示，芯片的抛售对于那些计划退休的人而言是一个'礼物'，尽管 SK 海力士即将在美国上市：'被非常短期的思维所左右'