Hello everyone, this is Evan, welcome to this episode!
Yesterday, the US stock market rebounded significantly after Monday's setback, with all three major indexes closing higher.At the close, the Dow was up 0.76%, the S&P 500 rose 0.77%, and the Nasdaq gained 1.04%. Considering pre-market futures performance and Asia-Pacific indices, US stocks may continue to rebound today, but the strength will not be as strong as yesterday’s. Overall, volatility remains dominant; my advice is to take a brief rest.
The main reason for yesterday's market rebound was the catalytic effect of AMD's mega order. According to reports: Advanced Micro Devices announced an AI chip supply agreement with Meta, which directly drove AMD shares up by more than 9%, making it one of the day's highlights. The essence of this event lies in that it not only brought AMD substantial revenue growth expectations but more importantly, sent a clear signal to the market:Demand for AI infrastructure construction remains robust and continues to grow.As a leading global tech giant, Meta's large-scale procurement of AI chips validates the significant demand for computing hardware as AI technology moves from concept to practical application. This partially offsets concerns about unclear monetization pathways at the AI application level and reinvigorates investor confidence in the entire semiconductor and AI hardware industry chain.
Led by AMD and a general recovery in AI sentiment, large-cap technology stocks showed broad strength. Intel rose by 5.71%; Taiwan Semiconductor increased by 4.25%; Oracle climbed...
