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

Last night and this morning, the three major US stock indices all surged, with the Dow Jones Industrial Average soaring over 970 points at one point, hitting a record 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, with large tech stocks generally rising.
Some analysts pointed out that although chip giant Broadcom's earnings outlook fell short of expectations, causing a sell-off in the chip sector, the market's "buy the dip" 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 ultimately accept a peace deal.
Dow Soars
On Thursday Eastern Time, the three major US stock indices showed divergent trends. By the close, the Dow surged 874.86 points, or 1.73%, reaching a record high; the S&P 500 rose 0.41%, and the Nasdaq slightly declined by 0.09%.
Large tech stocks mostly rose, with Google A up 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 US chip stocks declined, with the Philadelphia Semiconductor Index falling 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 rose 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 driven 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 the dip" sentiment in the market nearly recovered all 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 several days of correction, it would actually be healthy for the overall stock market.
Despite tech stocks under pressure, the overall market pattern shows capital rotation rather than collective withdrawal, with financial and healthcare sectors 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 does not mean the stock market has topped out, but rather that the market can benefit from rotation or consolidation.
On the economic data front, last week, U.S. initial jobless claims unexpectedly increased by 6.1%, and first-quarter 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% of layoffs attributed to AI. $NVDA