#分享美股交易赢英伟达股票 Dow Jones hits a new high, NASDAQ remains flat

#分享美股交易赢英伟达股票 The Dow hits a new high, the Nasdaq remains flat

Last night, the three major US stock indices closed slightly higher overall, but with pronounced divergence. Among them, the Dow performed the best, closing up 0.45%, once again hitting a new record high; the S&P 500 edged up 0.13%, firmly maintaining its high-level range; the Nasdaq was nearly unchanged, with a slight increase of 0.03%, continuing its volatile trend, while also achieving a rare nine consecutive days of gains. Overall, the market shows a structural pattern of strong blue-chip weights and weak growth tech. Early in the session, risk aversion sentiment slightly increased, causing the indices to briefly dip to intraday lows. However, market buying gradually entered, with sufficient momentum, and the indices started a volatile rebound, gradually recovering from the morning decline and turning positive. Market fluctuations during the session were moderate, with no extreme drops or violent surges, and the bulls and bears remained relatively balanced. By the close, all major indices stabilized their intraday gains, ending the day with gains across the board, typical of a high-level oscillation and correction pattern.

AI hardware, cloud computing, and semiconductor equipment sectors led strongly, with notable gains in computer hardware stocks such as Dell Technologies and HP, along with cloud service providers surging simultaneously. Coupled with Nvidia’s sharp rise, this drove the overall enthusiasm for the AI hardware industry chain to explode. Meanwhile, the semiconductor sub-sectors showed clear internal differentiation, with Qualcomm, Intel, and others weakening against the trend, dragging down some tech stocks.

In addition, small-cap stocks performed relatively weakly, and risk-averse sectors showed flat performance. Market funds concentrated mainly on core tech hardware themes. Capital exhibited a clear “herding” focus, with limited overall movement, leaning towards a stable, collective style. Most major funds abandoned the broad-market speculation mode of general rise and fall, instead pouring into AI hardware, high-end manufacturing, and other certainty sectors, focusing on core industry chain targets, which kept related stocks rising steadily. Conversely, some previously hot semiconductor sub-sectors and small- to mid-cap thematic stocks experienced slight fund outflows, with noticeable shifts in capital flow. Meanwhile, blue-chip stocks received modest fund support, helping the Dow reach a new high. Overall, risk-averse and chasing-rally sentiments coexist, with highly structural features.

Overall, in the short term, US stocks are likely to continue their high-level divergence and oscillation pattern, making a single-sided big rally or plunge unlikely. The Dow, supported by economic resilience and capital backing, is expected to maintain a high-level strong stance, with potential for slight upward movement. The Nasdaq is likely to fluctuate and consolidate in the near term, with ongoing internal differentiation within the tech sector. The AI hardware theme remains sustainable, but short-term risks of profit-taking and minor pullbacks at high levels should be watched. Overall market sentiment is cautiously optimistic; trading should focus on main themes and avoid high-level divergence stocks, with particular attention to ongoing opportunities in the tech hardware industry chain.

How long do you think the AI hardware rally in US stocks can last? Will blue chips continue to lead, or will tech growth stocks see a rebound? Feel free to share your thoughts in the comments! $MU