昨夜，芯片巨头暴涨

Market Overview - Chip stocks generally rose despite a slight decline in major US stock indices, with the Philadelphia Semiconductor Index increasing by 1.15% [4] - Micron Technology saw a significant increase of 7.76%, closing at $362.75 per share, with a total market capitalization of $408.3 billion (approximately ¥2.85 trillion) [7] Company Developments - Micron Technology has commenced construction of a $100 billion memory manufacturing complex in Onondaga County, New York, which will include up to four factories aimed at producing advanced storage semiconductors to meet growing demand in AI and other sectors [7][8] - The initial plan for the factory was announced in October 2022, with construction originally scheduled to start in mid-2024, but was delayed due to extensive environmental assessments [8] - The first factory is expected to be operational by 2030, with the project anticipated to create approximately 9,000 jobs by the time the fourth factory is completed in 2045 [8] Industry Insights - ASML shares rose by 2%, reaching a new historical high, with Morgan Stanley's semiconductor team projecting a potential 70% increase in ASML's stock price due to increased spending by chip manufacturers to meet surging AI demand [8] - The upcoming earnings season for major companies, including Netflix, Johnson & Johnson, and Intel, is expected to provide insights into consumer spending and corporate performance amid inflation and tariff concerns [8]