#美股AI概念股普涨 Last night (June 8), U.S. AI concept stocks broadly rose, with chip stocks leading the rebound. The Philadelphia Semiconductor Index surged 5.6%, strongly recovering from last Friday’s sharp selloff.

The performance of major individual stocks is as follows:

· Intel (INTC): Up more than 11%. Google and Nvidia have named it as a backup foundry, and reports say it has secured Google’s order for more than 3 million AI chips in 2028.
· Micron Technology (MU): Up nearly 10%. Demand for memory chips remains strong, and the tight supply situation is expected to continue beyond 2026.
· Marvell Technology (MRVL): Up more than 9%. It will be officially included in the S&P 500 Index on June 22.
· Cerebras (CBRS): Up more than 18%. Wall Street is optimistic about its “wafer-scale computing” architecture, which aims to challenge Nvidia’s dominant position.
· AMD (Advanced Micro Devices): Up more than 5%. Plans to invest 200 million GBP in the UK to expand its AI business over the next five years.
· Nvidia (NVDA): Up 1.73%. Announced an expansion of its cooperation on AI and robotics with companies including South Korea’s SK Hynix and LG.

Overall, funds have mainly flowed back into semiconductors and computing infrastructure, with the memory chip segment performing particularly well. In addition, the market is also watching industrial progress in emerging areas such as physical AI.