In the rapidly evolving landscape of the global technology industry,recent insights from Wall Street firms have captured the attention of financial markets.They assert that,although the DeepSeek low-cost model initially sent shockwaves through the market—akin to a massive stone thrown into a tranquil lake,creating ripples of noticeable short-term volatility—the broader and more enduring impacts of AI technology's rapid advancement and the ever-increasing demand for computing power are emerging as the two principal driving forces behind the market capitalization expansion of America’s tech giants.As AI technology continually pushes the boundaries of innovation and deepens its applications across various fields,its potential to enhance productivity and extract commercial value is enormous.Simultaneously,the foundational need for computing power is surging at an astonishing rate,with significant investments pouring into data center and cloud computing infrastructure.These intertwined elements represent firm pillars supporting the market value growth of American tech behemoths.This perspective serves as a revitalizing tonic for the currently shaky US stock market,significantly bolstering investor confidence and laying the groundwork for a potential market rebound.
Previously,the emergence of DeepSearch has thrust unprecedented competitive pressure upon American tech companies.Among these,NVIDIA,the global leader in AI chips,faced the brunt of this impact.Its stock plummeted sharply,leading to a staggering evaporation of market value—up to $600 billion—a decline that etched its mark as the largest single-day market value drop of any stock in US history,making it a landmark event in the capital markets.A wave of panic swept through the investment community,with many questioning the future prospects of tech stocks.However,despite facing such formidable challenges,large-cap tech stocks in the US market maintained a resilient upward trajectory,buoyed by their deep technological foundations,extensive user bases,and formidable market influence.Numerous institutional investors are staunchly convinced that the value of tech stocks remains underappreciated,banding together and standing firm in their positions,firmly rejecting the notion that a tech stock bubble has burst.They view the long-term growth prospects in the realms of AI and related technologies as extensive,with short-term market fluctuations seen merely as minor disturbances on the road ahead.
In this intricate market backdrop,the US stock market embarked on a new rebound trajectory.The tech-heavy Nasdaq index opened strong but initially wavered,as if gathering steam,with market sentiment appearing slightly cautious.Yet,just half an hour later,the direction dramatically shifted; bottom-fishing capital flooded in,pushing the index steadily higher.Investor confidence in tech stocks gradually restored,driving robust performance across the tech sector that lifted the entire index,culminating in a closing gain of 2.03%,exceeding market expectations.Similarly,the S&P 500 experienced a volatile trading day characterized by an opening spike and subsequent retreat,but quickly reclaimed its losses thanks to collaborative rebounds across various sectors,especially through the tech sector’s influence,finishing up 0.92%,reflecting the market's resilience.Although the Dow Jones industrial average's increase was modest,closing up just 0.31%,it still marked a successful rebound from its initial dips,buoyed by the stable performance of traditional blue-chip stocks and optimism regarding economic recovery.
Examining sector performance,previously beleaguered segments such as semiconductors,
AI,blockchain,IDC concepts,cloud computing,and tech stocks sprung back to life with vigor,showcasing robust rebounds and leading the market rally.NVIDIA’s stock,after opening down more than 2%,gave investors reason to worry,but soon,nimble bottom-feeding investors,akin to sharks sensing blood in the water,rushed onto the scene.The influx of capital propelled its stock to rise,and by the market close,it had surged 8.82%,showcasing a thrilling comeback.This performance not only highlighted NVIDIA’s frontrunner status in the AI chip sector but also underscored market confidence in the future of the AI industry.Other technology stocks also thrived,with TSMC,harnessing its semiconductor manufacturing supremacy,advancing 4.90%; Apple,as one of the world’s most valuable companies,capitalized on its brand strength and innovation,rising 3.85%; Microsoft's continued investments and strategic positioning in cloud computing and AI led to a 2.89% increase; Broadcom,as a semiconductor solution supplier,saw a 2.54% gain; Google's deep technical expertise in AI and the internet resulted in a 1.72% rise; Amazon benefitted from its dual engine of e-commerce and cloud computing,increasing by 1.25%; and Tesla,as a leader in electric vehicles and autonomous driving technology,appreciated by 0.21%.Each of these firms,through their impressive performances,collectively pushed the tech sector higher.However,Micron Technology bucked this trend,declining 3.32%,reflecting its struggles which might stem from its product structure,market competition,and industry cycle factors—issues worthy of further market exploration.
AI,blockchain,IDC concepts,cloud computing,and tech stocks sprung back to life with vigor,showcasing robust rebounds and leading the market rally.NVIDIA’s stock,after opening down more than 2%,gave investors reason to worry,but soon,nimble bottom-feeding investors,akin to sharks sensing blood in the water,rushed onto the scene.The influx of capital propelled its stock to rise,and by the market close,it had surged 8.82%,showcasing a thrilling comeback.This performance not only highlighted NVIDIA’s frontrunner status in the AI chip sector but also underscored market confidence in the future of the AI industry.Other technology stocks also thrived,with TSMC,harnessing its semiconductor manufacturing supremacy,advancing 4.90%; Apple,as one of the world’s most valuable companies,capitalized on its brand strength and innovation,rising 3.85%; Microsoft's continued investments and strategic positioning in cloud computing and AI led to a 2.89% increase; Broadcom,as a semiconductor solution supplier,saw a 2.54% gain; Google's deep technical expertise in AI and the internet resulted in a 1.72% rise; Amazon benefitted from its dual engine of e-commerce and cloud computing,increasing by 1.25%; and Tesla,as a leader in electric vehicles and autonomous driving technology,appreciated by 0.21%.Each of these firms,through their impressive performances,collectively pushed the tech sector higher.However,Micron Technology bucked this trend,declining 3.32%,reflecting its struggles which might stem from its product structure,market competition,and industry cycle factors—issues worthy of further market exploration.In summary,the US stock market has exhibited formidable momentum during this broad rebound phase.The semiconductor and AI sectors,in particular,have taken the lead,becoming the core driving forces behind this rally.Their ascendance not only propelled the entire tech sector upward but also injected significant vitality into the entire US stock market.