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26.03.31 半导体涨价周期开启，美伊谈判拉锯，AI巨头估值预测引关注

EPISODE · Mar 30, 2026 · 9 MIN

26.03.31 半导体涨价周期开启，美伊谈判拉锯，AI巨头估值预测引关注

from AI 财知道 · host yc

今日全球半导体产业迎来新一轮涨价周期，模拟芯片、功率器件及晶圆代工环节纷纷调价，行业景气度回升。美联储主席鲍威尔释放鸽派信号，但美股高开低走，芯片板块跌超4%。美伊冲突进入第31天，特朗普设定4月6日协议最后期限，伊朗议长斥美方“把愿望包装成新闻”。科技领域，OpenAI推出Codex插件，Coatue预测Anthropic 2026年营收180亿美元但亏损140亿美元。韩国2月工业产出年率意外下滑至-2.2%，科威特油轮在迪拜港遭袭起火。 Powered by Firstory Hosting

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26.03.31 半导体涨价周期开启，美伊谈判拉锯，AI巨头估值预测引关注

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