--- title: "納斯達克指數暴跌,因就業數據導致芯片股下跌,同時收益率飆升" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/288898168.md" description: "納斯達克指數下跌,因為強勁的五月就業數據(新增 172,000 個職位)推動了國債收益率的上升。芯片股票下滑,博通的前景導致 AMD、英特爾和邁威爾科技的股價下跌。分析師警告稱,人工智能芯片的估值超過了基本面,使得該行業對利率變動的敏感性增加" datetime: "2026-06-05T19:19:38.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/288898168.md) - [en](https://longbridge.com/en/news/288898168.md) - [zh-HK](https://longbridge.com/zh-HK/news/288898168.md) --- # 納斯達克指數暴跌,因就業數據導致芯片股下跌,同時收益率飆升 Jobs data surprise: Employers added 172,000 jobs in May, far above forecasts, keeping unemployment at 4.3% and pushing up Treasury yields. Chip stocks retreat: Broadcom's steady AI revenue outlook triggered declines in peers like AMD, Intel, and Marvell, deepening sector losses. Valuation concerns grow: Analysts warn that AI chip valuations have run ahead of fundamentals, making the sector sensitive to interest rate shifts. ### 相關股票 - [MRVL.US](https://longbridge.com/zh-HK/quote/MRVL.US.md) - [.IXIC.US](https://longbridge.com/zh-HK/quote/.IXIC.US.md) - [AMD.US](https://longbridge.com/zh-HK/quote/AMD.US.md) - [INTC.US](https://longbridge.com/zh-HK/quote/INTC.US.md) - [AVS.US](https://longbridge.com/zh-HK/quote/AVS.US.md) - [AMDL.US](https://longbridge.com/zh-HK/quote/AMDL.US.md) - [AVGW.US](https://longbridge.com/zh-HK/quote/AVGW.US.md) - [AVL.US](https://longbridge.com/zh-HK/quote/AVL.US.md) - [MVLL.US](https://longbridge.com/zh-HK/quote/MVLL.US.md) - [INTW.US](https://longbridge.com/zh-HK/quote/INTW.US.md) - [AMDD.US](https://longbridge.com/zh-HK/quote/AMDD.US.md) - [AVGG.US](https://longbridge.com/zh-HK/quote/AVGG.US.md) - [AVGU.US](https://longbridge.com/zh-HK/quote/AVGU.US.md) - [AVGX.US](https://longbridge.com/zh-HK/quote/AVGX.US.md) - [AMUU.US](https://longbridge.com/zh-HK/quote/AMUU.US.md) - [AVGO.US](https://longbridge.com/zh-HK/quote/AVGO.US.md) ## 相關資訊與研究 - [有沒有人管管黃仁勳](https://longbridge.com/zh-HK/news/289091896.md) - [“AI 泡沫” 恐慌捲土重來之際 華爾街憧憬 AI 算力鏈反攻 “芯片之母” EDA 或成新錨點](https://longbridge.com/zh-HK/news/289286503.md) - [為什麼 1 萬億美元的損失並不重要](https://longbridge.com/zh-HK/news/289023077.md) - [一覺醒來,世界禮貌性上漲](https://longbridge.com/zh-HK/news/289113263.md) - [美元反彈:主要貨幣對的技術面有哪些變化?](https://longbridge.com/zh-HK/news/289219036.md)