---
title: "人工智能和科技股因盈利超預期和交易活動而出現劇烈波動"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/286277801.md"
description: "人工智能和科技股因財報和市場動態經歷了波動。Nextpower 和 Dreamland 因強勁的財報和人工智能擴展計劃而大幅上漲，而英特爾和美光等芯片股則因獲利回吐而下跌。此外，油價上漲、通脹擔憂和地緣政治緊張局勢正在影響市場情緒，抑制了對高增長科技行業的熱情"
datetime: "2026-05-13T14:19:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286277801.md)
  - [en](https://longbridge.com/en/news/286277801.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286277801.md)
---

# 人工智能和科技股因盈利超預期和交易活動而出現劇烈波動

Earnings fuel rallies: Nextxpower and Dreamland jumped on strong earnings and AI-driven expansion plans, defying broader tech weakness. Chip stocks retreat: Intel, Micron, and CoreWeave saw sharp declines as profit-taking hit AI-fueled rallies despite strong year-to-date gains. Macro clouds outlook: Rising oil prices, inflation concerns, and geopolitical tensions added pressure to markets, tempering enthusiasm for high-growth tech.

### 相關股票

- [TDIC.US](https://longbridge.com/zh-HK/quote/TDIC.US.md)
- [NXT.US](https://longbridge.com/zh-HK/quote/NXT.US.md)
- [XSD.US](https://longbridge.com/zh-HK/quote/XSD.US.md)
- [IXN.US](https://longbridge.com/zh-HK/quote/IXN.US.md)
- [SMH.US](https://longbridge.com/zh-HK/quote/SMH.US.md)
- [FTXL.US](https://longbridge.com/zh-HK/quote/FTXL.US.md)
- [PSI.US](https://longbridge.com/zh-HK/quote/PSI.US.md)
- [SOXQ.US](https://longbridge.com/zh-HK/quote/SOXQ.US.md)
- [SOXX.US](https://longbridge.com/zh-HK/quote/SOXX.US.md)
- [SOXL.US](https://longbridge.com/zh-HK/quote/SOXL.US.md)
- [INTC.US](https://longbridge.com/zh-HK/quote/INTC.US.md)
- [MU.US](https://longbridge.com/zh-HK/quote/MU.US.md)
- [CRWV.US](https://longbridge.com/zh-HK/quote/CRWV.US.md)

## 相關資訊與研究

- [美股因地緣政治與 AI 晶片需求下跌，投資者需謹慎評估風險與機會](https://longbridge.com/zh-HK/news/286686274.md)
- [鉅亨速報 - Factset 最新調查：Nextracker Inc - Class A(NXT-US) EPS 預估下修至 4.55 元，預估目標價為 139.00 元](https://longbridge.com/zh-HK/news/286278026.md)
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- [亞德諾半導體接近以 15 億美元收購 Empower Semiconductor](https://longbridge.com/zh-HK/news/286856340.md)