---
title: "博通盈利未達預期導致市值蒸發 3150 億美元，重創芯片股"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/288783302.md"
description: "博通對人工智能芯片前景的失望預期抹去了超過 3150 億美元的市場價值，觸發了歷史性的單日拋售。這一下降顯著影響了包括英偉達、AMD、英特爾和美光在內的主要半導體股票，扭轉了近期由人工智能驅動的漲幅。分析師警告稱，該行業的高估值在收益或指引未能達到高預期時，會加大下行風險"
datetime: "2026-06-04T23:41:38.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/288783302.md)
  - [en](https://longbridge.com/en/news/288783302.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/288783302.md)
---

# 博通盈利未達預期導致市值蒸發 3150 億美元，重創芯片股

Massive market wipeout: Broadcom's weaker-than-expected AI chip outlook erased over $315 billion in market value, triggering one of the largest single-day losses in history. Sector-wide ripple effect: The selloff hit major chipmakers including Micron, Nvidia, AMD, and Intel, reversing recent rally gains fueled by AI optimism. Valuations under pressure: Analysts warn that sky-high valuations in the semiconductor sector magnify downside risks when earnings or guidance fail to exceed expectations.

### 相關股票

- [INTC.US](https://longbridge.com/zh-HK/quote/INTC.US.md)
- [MU.US](https://longbridge.com/zh-HK/quote/MU.US.md)
- [AMD.US](https://longbridge.com/zh-HK/quote/AMD.US.md)
- [NVDA.US](https://longbridge.com/zh-HK/quote/NVDA.US.md)
- [AMDL.US](https://longbridge.com/zh-HK/quote/AMDL.US.md)
- [SOXL.US](https://longbridge.com/zh-HK/quote/SOXL.US.md)
- [AVGO.US](https://longbridge.com/zh-HK/quote/AVGO.US.md)

## 相關資訊與研究

- [AI 算力狂潮延續，南方基金旗下科技系列 ETF 佈局機遇備受關注](https://longbridge.com/zh-HK/news/288982995.md)
- [AMD FPGA 助力 ModRetro，以 M64 遊戲主機復刻任天堂 N64 遊戲體驗](https://longbridge.com/zh-HK/news/289268232.md)
- [臻鼎集團禮鼎增資秦皇島子公司人民幣 3.5 億元](https://longbridge.com/zh-HK/news/289065861.md)
- [英特爾股價大漲引領半導體回暖，蘋果 AI 佈局反應平淡，市場面臨通膨壓力](https://longbridge.com/zh-HK/news/289105037.md)
- [倍利科營收／5 月 2.43 億元、年增 79.81%](https://longbridge.com/zh-HK/news/289047616.md)