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美股存储概念股,集体走强
财联社· 2026-02-21 05:34
Core Viewpoint - The U.S. Supreme Court ruled against Trump's tariff policy, leading to a positive market reaction with all three major indices closing higher [1][2]. Market Performance - The Dow Jones Industrial Average rose by 0.47% to 49,625.97 points, the S&P 500 increased by 0.69% to 6,909.51 points, and the Nasdaq Composite gained 0.9% to 22,886.07 points [1][2]. - Major tech stocks showed mixed performance, with Nvidia up 1.02%, Apple up 1.54%, and Google up 3.74%, while Microsoft fell by 0.31% and Amazon rose by 2.56% [5][6]. Economic Indicators - The U.S. Commerce Department reported a fourth-quarter economic growth rate of 1.4%, significantly below the expected 2.8%, marking the lowest annual growth rate of 2.2% since 2021 [3]. - The government shutdown was identified as a primary factor for the slowdown, estimated to have reduced the growth rate by approximately 1 percentage point [4]. Corporate Developments - Google is considering restructuring its TPU division into a separate entity to expand its AI chip market, while also negotiating a $100 million investment in startup Fluidstack [9]. - Pacific Gas and Electric Company agreed to pay $575 million to settle claims related to wildfires in California and Oregon [10]. Sector Performance - The Philadelphia Semiconductor Index rose by 1.07%, with 21 out of 30 component stocks increasing, including Coherent up 6.75% and Lam Research up 3.17% [6]. - Storage stocks performed well, with SanDisk up 4.65% and Micron Technology up 2.59%, while several cybersecurity stocks saw significant declines, such as Cloudflare down 8.05% and CrowdStrike down 7.95% [7]. Chinese Stocks - The Livermore Chinese Stock Index rose by 0.93%, while the Nasdaq Golden Dragon China Index fell by 0.05%. Notable movements included Pinduoduo up 2.93% and NIO up 2.84%, contrasted with Bilibili down 2.13% and Baidu down 0.91% [8].