#分享美股交易赢英伟达股票 U.S. stocks "Old Degen Stocks" rebound across the board.

Last night and this morning, the three major U.S. stock indices all surged, with the Dow Jones Industrial Average soaring over 970 points at one point, hitting a new all-time high, with traditional sectors such as healthcare, finance, and real estate all closing higher; the Nasdaq slightly declined by 0.09%, initially dropping over 1% at the open, while large tech stocks mostly rose.
Some analysts pointed out that although chip giant Broadcom's earnings outlook fell short of expectations, causing a sell-off in the chip sector, market "buying on dips" sentiment supported the Nasdaq to nearly recover all its losses.
Meanwhile, market expectations that the Middle East conflict may end also boosted investor sentiment. On the 4th local time, U.S. President Trump stated that if the U.S. and Iran reach an agreement, he does not rule out the possibility of meeting with Iran’s new Supreme Leader. Additionally, under U.S. mediation, Israel and Lebanon reached a ceasefire agreement, which is seen as one of the key prerequisites for Iran to accept a peace deal.
Dow soars sharply
On Thursday Eastern Time, U.S. stocks showed a clear divergence, with the Dow rising 874.86 points, or 1.73%, to a new all-time high at the close; the S&P 500 increased by 0.41%, while the Nasdaq slightly declined by 0.09%.
Large tech stocks mostly rose, with Google A surging over 3%, Nvidia up nearly 2%, Amazon up over 1%, Meta up 0.74%, Apple up 0.31%, Microsoft up 0.17%, and Tesla down over 1%.
Most U.S. chip stocks declined, with the Philadelphia Semiconductor Index down over 2%, Broadcom plunging over 12%, Micron Technology dropping over 7%, Arm down over 4%, AMD down over 3%, and Qualcomm down over 2%; Marvell Technology rose nearly 5%, and TSMC ADR and ASML ADR both increased over 1%.
On the news front, Broadcom’s latest revenue data slightly missed market expectations, casting a shadow over the AI investment boom that had been driving the market higher, leading investors to reassess whether AI infrastructure investments have already overstretched future growth expectations. This triggered a sell-off across the tech sector, with the Nasdaq initially dropping over 1%, but the "buy on dips" sentiment in the market supported the Nasdaq to nearly recover all its losses.
Paul Nolte, senior wealth advisor and chief market strategist at Murphy & Sylvest, said: “Currently, the market has almost no obvious flaws, except for Broadcom. But I think investors are buying on dips. I don’t believe investors have given up on the chip sector, but they still haven’t truly addressed a core question: Is this rally real? Are these valuations reasonable? I’m not sure investors have seriously examined these issues.”
Matt Maley of Miller Tabak pointed out that the rebound in chip stocks since the March lows has been very strong, even parabolic. If Broadcom’s earnings report becomes a catalyst for a multi-day correction, it would actually be healthy for the overall market.
Despite pressure on tech stocks, the overall market pattern shows capital rotation rather than collective withdrawal, with financials and healthcare leading the gains. Analysts noted that the rise in these sectors is not driven by obvious fundamentals but mainly by capital flow effects after high-momentum sectors decline.
Bret Kenwell of eToro said that earnings expectations continue to be raised, and corporate management generally holds a positive attitude toward consumer resilience. For retail investors, this remains an opportunity to buy on dips. But the market does need to breathe, which doesn’t mean the stock market will top out immediately, but rather that the market can benefit from rotation or consolidation.
On the economic data front, U.S. initial jobless claims unexpectedly increased by 6.1% last week, and Q1 labor costs and productivity data were significantly revised downward. A report from Challenger, Gray & Christmas showed that U.S. companies announced a surge of 11% in layoffs in May, reaching 97,006, with nearly 40% attributed to AI.