美光将其2026财年_老虎社区_美港股上老虎 - 老虎社区

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星星和你
07-01

美光将其2026财年资本支出计划从250亿美元上调至270亿美元，同比增长70%。预计2027财年资本开支再增加67%，达到450亿美元！ $美光科技(MU)$

加上三星和海力士，存储厂对半导体设备的需求很大，所以，昨晚 $阿斯麦(ASML)$ 又历史新高了！

在半导体ETF中，设备股含量最高的是 $INVESCO SEMICONDUCTORS ETF(PSI)$ ，年内涨幅跑赢了规模最大的 $半导体指数ETF-HOLDRs(SMH)$

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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