美股半导体板块走低，截至发稿，英伟达跌5%，迈威尔科技跌4.4%，美光科技跌4.2%，安森美半导体跌3.2%，恩智浦半导体、AMD跌约2.4%。
消息面上，摩根士丹利今日下调多只半导体股票目标价。此外，美国国际贸易委员会(ITC)正式对带有计时感知虚拟填充的电子设备和半导体设备及其组件启动337调查，涉及联想、NXP、英伟达、AMD等知名大厂。
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