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FINWIRES

セクター別最新情報:火曜午後、ハイテク株が下落

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-- 火曜午後、ハイテク株は下落し、ステート・ストリート・テクノロジー・セレクト・セクターSPDR ETF(XLK)は1.8%、ステート・ストリートSPDR S&P半導体ETF(XSD)は4.5%それぞれ下落した。 フィラデルフィア半導体指数は3.7%下落した。 企業ニュースでは、ウォール・ストリート・ジャーナル紙が月曜遅く、関係者の話として、OpenAIが新規ユーザー数と売上高の目標を達成できなかったと報じた。ハイテク大手NVIDIA(NVDA)は2.2%、ブロードコム(AVGO)は4.7%、アドバンスト・マイクロ・デバイセズ(AMD)は2.7%、オラクル(ORCL)は3.8%、インテル(INTC)は1.7%それぞれ下落した。 ロイター通信によると、ラムリサーチ(LRCX)、アプライドマテリアルズ(AMAT)、KLA(KLAC)などの半導体製造装置メーカーは、先週、米国商務省から中国第2位の半導体メーカーである華虹(Hua Hong)への特定装置の出荷を停止するよう命じる書簡を受け取ったとみられている。ラムリサーチの株価は3.5%、アプライドマテリアルズは5.5%、KLAは3.5%それぞれ下落した。 Spotify Technology(SPOT)は第1四半期の利益が予想を上回ったものの、プレミアム会員数の伸びと今後の見通しが投資家の期待を裏切り、株価は13%下落した。

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