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#分享美股交易赢英伟达股票 U.S. stock chip stocks explode! Huang Renxun "boosts stocks," Mawiell Technology surges 32%
On Tuesday, U.S. stocks opened lower and then rose, with investors closely monitoring developments in the U.S.-Iran situation and the movements of leading technology stocks. At the close, the Dow rose 228.91 points, up 0.45%, to 51,307.79 points; the Nasdaq increased 0.03%, to 27,093.90 points; and the S&P 500 index gained 0.13%, to 7,609.78 points.
In terms of popular stocks, the artificial intelligence sector continued to be hot, with the Philadelphia Semiconductor Index soaring nearly 6%. Mawiell Technology surged over 32%, with NVIDIA CEO Huang Renxun stating that Mawiell Technology has the potential to become the next trillion-dollar market cap company. Additionally, NVIDIA had already invested $2 billion in it in March. After-hours, the stock price continued to rise, breaking through $300.
Star tech stocks showed divergence, with Apple up 2.90%, Tesla up 1.89%, while Google and Microsoft fell over 3%. Google announced plans to raise $80 billion through equity financing (including Berkshire Hathaway's $10 billion investment), heavily increasing AI infrastructure investment, further confirming the industry-wide expansion trend.
AI server manufacturer HPE soared 19.5%, with the company's earnings far exceeding expectations and raising its full-year guidance.
The storage giants performed well overall, with Western Digital up 3.09%, Micron Technology up 2.76%, Seagate Technology up 0.58%, and SanDisk down 2.56%.
Mercer Advisor Vice President of Investment Management David Krachol said, "The market's resilience is decent, and the market is still hoping for a ceasefire agreement between the U.S. and Iran. The overall situation is temporarily stabilizing." In recent weeks, the main AI theme has continued to be hot, driving the strength of the U.S. stock market. However, this round of gains has been driven only by a few tech heavyweight stocks. Krachol warned that excessive concentration of market funds poses hidden risks. "The rally is driven only by a few stocks, and investors need to remain cautious."
Horizon Investments Portfolio Manager Mike Dixon said, "The market appears calm on the surface, but internally, sector divergence is intense, which is a common feature of the U.S. stock market this year. The entire AI industry chain shows vastly different gains and losses." He added, "The market is likely to see a rapid rally driven by momentum funds, and the strong trend may continue. I wouldn't be surprised if the market further rises towards the end of summer."$NVDA