---
title: "由於債券收益率的飆升以及供應方面的擔憂，半導體股票出現下滑"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/286954567.md"
description: "費城半導體指數經歷了自三月以來的最大跌幅，英特爾、美光科技和閃迪均出現重大損失。對三星可能罷工和台積電股權出售的擔憂加劇了人們對全球芯片供應鏈脆弱性的擔憂。此外，對半導體的對沖基金敞口已達到全球投資組合的 19%，使該行業更容易受到市場波動的影響"
datetime: "2026-05-19T18:43:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286954567.md)
  - [en](https://longbridge.com/en/news/286954567.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286954567.md)
---

# 由於債券收益率的飆升以及供應方面的擔憂，半導體股票出現下滑

Sharpest drop since March: The Philadelphia Semiconductor Index plunged over two days, with Intel, Micron, and Sandisk among the biggest losers. Supply chain jitters: Fears of a Samsung strike and a TSMC stake sale rattled investors, highlighting vulnerabilities in the global chip supply network. Record exposure at risk: Hedge fund exposure to semiconductors hit 19% of global portfolios, leaving the sector more vulnerable to market swings.

### 相關股票

- [SSNGY.US](https://longbridge.com/zh-HK/quote/SSNGY.US.md)
- [TSM.US](https://longbridge.com/zh-HK/quote/TSM.US.md)
- [MU.US](https://longbridge.com/zh-HK/quote/MU.US.md)
- [INTC.US](https://longbridge.com/zh-HK/quote/INTC.US.md)
- [SOXL.US](https://longbridge.com/zh-HK/quote/SOXL.US.md)
- [PSI.US](https://longbridge.com/zh-HK/quote/PSI.US.md)
- [FTXL.US](https://longbridge.com/zh-HK/quote/FTXL.US.md)
- [SOXX.US](https://longbridge.com/zh-HK/quote/SOXX.US.md)
- [MULL.US](https://longbridge.com/zh-HK/quote/MULL.US.md)
- [INTW.US](https://longbridge.com/zh-HK/quote/INTW.US.md)
- [SOXQ.US](https://longbridge.com/zh-HK/quote/SOXQ.US.md)
- [SNDK.US](https://longbridge.com/zh-HK/quote/SNDK.US.md)
- [SNDKV.US](https://longbridge.com/zh-HK/quote/SNDKV.US.md)
- [SMSN.UK](https://longbridge.com/zh-HK/quote/SMSN.UK.md)

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