---
title: "AI 基建概念股反彈，英偉達漲 5.6%，Sandisk 漲超 6%，CoreWeave 漲超 9%，中概指數漲 2%"
description: "AI 基建概念股反彈，英偉達漲 5.6%，AMD 漲 7%，博通漲 5.1%，存儲股 Sandisk 漲 6.4%。雲服務商 CoreWeave 漲 9.2%，中概股蔚來一度漲超 10%。納斯達克金龍中國指數漲 2%，標普 500 指數漲約 1.2%。"
type: "news"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/275143711.md"
published_at: "2026-02-06T14:59:24.000Z"
---

# AI 基建概念股反彈，英偉達漲 5.6%，Sandisk 漲超 6%，CoreWeave 漲超 9%，中概指數漲 2%

> AI 基建概念股反彈，英偉達漲 5.6%，AMD 漲 7%，博通漲 5.1%，存儲股 Sandisk 漲 6.4%。雲服務商 CoreWeave 漲 9.2%，中概股蔚來一度漲超 10%。納斯達克金龍中國指數漲 2%，標普 500 指數漲約 1.2%。

AI 基建概念股反彈，投資者關注英偉達 2000 億美元資本開支指引。半導體概念股英偉達漲 5.6%，AMD 漲 7%，博通漲 5.1%，邁威爾科技漲 6.4%。存儲概念股 Sandisk 漲 6.4%，西部數據漲 6.2%，希捷科技漲 5.6%，美光科技漲 2.5%。雲服務供應商 CoreWeave 漲 9.2%，甲骨文漲 3.5%，芯片設備供應商應用材料漲 5.8%、拉姆研究漲 6.2%。Lumentum 漲 8.6%，Applied Optoelectronics 漲 9.6%，ciena 漲 4.4%。 納斯達克金龍中國指數漲幅擴大至 2%，中概股蔚來一度漲超 10%，理想漲 5.3%，小鵬漲 3.4%，小米、比亞迪、小馬智行漲約 3%，阿里漲 2%。 標普 500 指數目前漲約 1.2%，道指漲 692 點、漲幅 1.4%，納指漲 1.1%，半導體指數漲 4.3%，銀行指數漲 2.1%。

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