異動解讀｜MaxLinear盤中上漲5.08%，光通信板塊延續超跌反彈

行情直擊

昨天

9月16日，MaxLinear盤中上漲5.08%，報70.205美元/股，成交額1185.03萬美元。

消息面上，此前因Anthropic CEO、OpenAI Altman及馬斯克集體呼籲放緩前沿AI大模型研發，市場擔憂雲廠商算力資本開支預期下調，光通信及半導體板塊遭遇恐慌拋售，MaxLinear單日跌幅一度超9%。市場觀點認為該輪下跌屬預期層面擾動而非基本面惡化，AI算力需求及1.6T光模塊中長期出貨規劃並未發生實質變化。半導體板塊連續第二日回暖，英特爾漲5.68%、美國超微公司漲2.6%，MaxLinear延續超跌反彈走勢。

（以上內容均基於市場公開消息，由程序或算法智能生成，僅作為股價異動提醒，不作為投資建議或交易依據。）

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