On May 29, as the US-Iran conflict escalated again and Iran fired missiles at US drones, US tech stocks continued to skyrocket. The S&P 500 and the Nasdaq both hit record closing highs on Thursday, with AI-related themes becoming the market’s core driving force.

Among them, Snowflake surged 36% in a single day as demand for its AI platform surged and its earnings far exceeded expectations; Dell rose 31% after winning a $9.7 billion Pentagon contract and delivering strong results, marking the fastest sales growth since it was re-listed in 2018.

Meanwhile, AI startup Anthropic’s valuation in its latest funding round was nearing $1 trillion, surpassing OpenAI and becoming the highest-valued AI company in Silicon Valley.

Although the United States and Iran are reportedly close to reaching a 60-day ceasefire framework agreement, subsequent reports from Iranian media said Iran launched missile attacks again, and tensions in the Middle East remain high. Exxon warned that global oil inventories could fall to dangerous levels within weeks, which may push oil prices even higher.

In addition, the US April core PCE price index increased 3.8% year over year, showing that inflationary pressures have not eased, and the market expects the Federal Reserve may continue with high interest rate policies.

Also, according to UBS’s latest survey, global family offices are making large-scale adjustments to their asset allocations, reducing their exposure to the United States and shifting toward emerging markets such as Latin America and Africa; “de-dollarization” trades continue to heat up. #成长值抽奖赢金条