#分享美股交易赢英伟达股票 Looking at the surge of Nvidia, the logic of U.S. tech stock investments: AI computing power remains the market's core theme

On June 1st, at the GTC Taipei 2026 conference, Nvidia CEO Jensen Huang announced the official entry into the personal computer chip market, launching the RTX Spark super chip developed jointly with MediaTek. This AI PC chip, integrating dozens of CPUs, GPUs, and high-speed storage chips, can enable local operation of large AI models and intelligent agents, potentially driving demand for computing power from centralized cloud to personal consumer devices. Once the news broke, Nvidia's stock price surged 6.26% that day, with market capitalization skyrocketing by $319 billion overnight to $5.43 trillion.
Nvidia's strong performance is not an isolated case. On the same day, Broadcom rose 6% in pre-market trading, and Marvell Technology soared 22%. Both catalysts came from the same direction: Alphabet announced an $80 billion equity financing for AI infrastructure, and Jensen Huang publicly predicted that Marvell's future market value could reach $1 trillion. Broadcom's AI semiconductor revenue in the first quarter of fiscal 2026 grew 106% year-over-year to $8.4 billion. These signals clearly indicate that capital expenditure in the AI computing infrastructure sector continues to accelerate, and the performance of related companies is being repeatedly validated.
Looking at Apple, the latest quarterly financial report showed revenue of $111.18 billion, up 16.6% year-over-year, with iPhone revenue reaching a record high of $56.99 billion. However, the market seems more focused on Apple's future AI narrative. Morgan Stanley analysts pointed out that the upcoming WWDC 2026 could become a key turning point for Apple to reposition itself as an "AI winner," as a mature AI platform and a clear AI agent vision are enough to support its valuation.
The semiconductor industry is currently in its strongest upward cycle in nearly a decade. WSTS forecasts that the global semiconductor market size will reach $975 billion by 2026, approaching the trillion-dollar mark. On the capital side, Goldman Sachs data shows that the holdings in semiconductors within risk-averse hedge fund portfolios have risen to the highest level on record, and 73% of global fund managers see "long semiconductor" as the most crowded trade at present. AI is moving from a "model capability-driven" phase into a new stage of "computing organization and efficiency-driven," and hardware will continue to benefit.
For ordinary investors, Gate's recently launched stock trading service provides a noteworthy new entry point. Users can directly trade over 10,000 stocks and ETFs on major exchanges like Nasdaq and NYSE using USDT, connected through compliant brokers, with real dividends automatically credited, and without involving funding rates or overnight holding costs, making it suitable for long-term allocation of U.S. stocks. Whether capturing the medium- to long-term growth of AI leaders like Nvidia and Broadcom, or participating in the upcoming AI narrative reversal for Apple, this tool significantly lowers the barrier for crypto asset users to deploy in U.S. stocks. Currently, participating in Gate's "Stock Trading Sharing Challenge" with a topic sharing U.S. stock content also offers a chance to win Nvidia stock rewards.
Of course, signs of market overheating are also emerging—73% of fund managers are heavily betting on semiconductors, and if fundamentals or interest rate environments change, short-term volatility could be sharply amplified. While AI hardware demand is a long-term trend, short-term timing and position management remain crucial. The essence of tech investing is to focus on cutting-edge trends, not follow the crowd. Maintaining independent thinking is key to steady progress in the AI wave.