--- title: "科技股因對人工智能的擔憂而下跌；美光科技在尾盤交易中反彈——科技綜述" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/290747992.md" description: "科技股因行業輪動而下跌，但美光科技在盤後交易中因強勁的人工智能驅動的內存芯片需求上漲超過 15%。相反，Cerebras Systems 儘管超出盈利預期卻大幅下跌。與此同時，SK 海力士計劃通過在美國上市籌集 290 億美元用於人工智能擴展，OpenAI 則與博通合作開發定製的人工智能芯片" datetime: "2026-06-24T22:54:01.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/290747992.md) - [en](https://longbridge.com/en/news/290747992.md) - [zh-HK](https://longbridge.com/zh-HK/news/290747992.md) --- # 科技股因對人工智能的擔憂而下跌；美光科技在尾盤交易中反彈——科技綜述 Shares of technology companies slid as traders continued to rotate out of the sector. A surge in Micron Technology shares after the session indicated the tech rally could soon resume, however. Shares of AI chip maker Cerebras Systems plunged despite reporting better-than-anticipated earnings Tuesday. Similarly, Micron, which is up more than sevenfold from a year ago, was down by more than 5% at one stage ahead of its earnings report. Micron shares rose by more than 15% in late trading as AI demand drove up prices of memory chips and the company's quarterly revenue. "The problem is a lot of investors are buying things simply because they're up without understanding why they're buying it or what they're buying for that matter," said Oliver Pursche, senior vice president at financial advisory Wealthspire. South Korean chip maker SK Hynix plans to raise more than $29 billion for AI expansion through a U.S. listing, one of the largest ever share sales. OpenAI and Broadcom collaborated to develop a custom artificial-intelligence chip, marking the next step in the ChatGPT-parent's strategy to build out a full stack behind its models and products. Write to Rob Curran at rob.curran@dowjones.com (END) Dow Jones Newswires June 24, 2026 18:49 ET (22:49 GMT) Copyright (c) 2026 Dow Jones & Company, Inc. ### 相關股票 - [CBRS.US](https://longbridge.com/zh-HK/quote/CBRS.US.md) - [MU.US](https://longbridge.com/zh-HK/quote/MU.US.md) - [AVGO.US](https://longbridge.com/zh-HK/quote/AVGO.US.md) - [MULL.US](https://longbridge.com/zh-HK/quote/MULL.US.md) - [07709.HK](https://longbridge.com/zh-HK/quote/07709.HK.md) - [MUU.US](https://longbridge.com/zh-HK/quote/MUU.US.md) - [CBRX.US](https://longbridge.com/zh-HK/quote/CBRX.US.md) - [CBRZ.US](https://longbridge.com/zh-HK/quote/CBRZ.US.md) - [AVS.US](https://longbridge.com/zh-HK/quote/AVS.US.md) - [MUD.US](https://longbridge.com/zh-HK/quote/MUD.US.md) - [AVGX.US](https://longbridge.com/zh-HK/quote/AVGX.US.md) - [AVL.US](https://longbridge.com/zh-HK/quote/AVL.US.md) - [03121.HK](https://longbridge.com/zh-HK/quote/03121.HK.md) - [AVGG.US](https://longbridge.com/zh-HK/quote/AVGG.US.md) - [AVGW.US](https://longbridge.com/zh-HK/quote/AVGW.US.md) - [AVGU.US](https://longbridge.com/zh-HK/quote/AVGU.US.md) - [CBRG.US](https://longbridge.com/zh-HK/quote/CBRG.US.md) - [EWY.US](https://longbridge.com/zh-HK/quote/EWY.US.md) - [MUYY.US](https://longbridge.com/zh-HK/quote/MUYY.US.md) - [MUZ.US](https://longbridge.com/zh-HK/quote/MUZ.US.md) - [SMH.US](https://longbridge.com/zh-HK/quote/SMH.US.md) - [SOXX.US](https://longbridge.com/zh-HK/quote/SOXX.US.md) - [SOXL.US](https://longbridge.com/zh-HK/quote/SOXL.US.md) - [SOXQ.US](https://longbridge.com/zh-HK/quote/SOXQ.US.md) - [XSD.US](https://longbridge.com/zh-HK/quote/XSD.US.md) - [PSI.US](https://longbridge.com/zh-HK/quote/PSI.US.md) - [FTXL.US](https://longbridge.com/zh-HK/quote/FTXL.US.md) ## 相關資訊與研究 - [美光上季業績勝預期](https://longbridge.com/zh-HK/news/290750510.md) - [高通收購 AI 公司推動市場回穩，科技股風險依然存在](https://longbridge.com/zh-HK/news/290707311.md) - [台灣半導體逆勢成長，科技股波動加劇，投資者需警惕市場動態](https://longbridge.com/zh-HK/news/290644514.md) - [日本投資 370 兆日元推動 AI 與半導體，美股科技股持續強勁增長](https://longbridge.com/zh-HK/news/290763110.md) - [一命救全家！美光盤後飆逾 15% 季績遠勝預期助掃 AI 泡沫陰霾](https://longbridge.com/zh-HK/news/290749498.md)