异动解读04-24
半导体指数ETF-HOLDRs（SMH）今日盘中大涨5%，引起了市场的广泛关注。
消息面上，美股半导体板块盘前集体爆发，龙头股英特尔发布2026年第一季度财报，营收达136亿美元，同比增长7%，大幅超出市场预期，公司股价盘前一度暴涨超30%。与此同时，AMD股价盘前也上涨超10%，ARM涨超8%，迈威尔科技、台积电、美光科技等热门半导体个股普遍走高，龙头股的集中放量拉升推动了整个半导体板块形成普涨格局。
此外，费城半导体指数已连续17个交易日上涨，创下历史最长连涨纪录，显示出半导体行业整体的高景气度。同时，人工智能公司DeepSeek正式发布了全新系列大模型DeepSeek-V4预览版并同步开源，首次实现了与华为升腾等国产芯片的深度适配，这也为半导体行业带来了额外的积极情绪。
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