After a prolonged correction in US stocks, a new variable emerges from Washington! Can AI tech stocks regain their upward momentum?

US tech stocks have had a tough time lately, and AI has gone from being universally celebrated to having investors repeatedly crunching the valuation numbers. The market is starting to seriously consider: How much profit can artificial intelligence actually generate, and how much real money will it take to invest?

The US midterm elections could affect future AI regulations, data center construction, and energy infrastructure policy. If the policy environment becomes clearer, the market will find it easier to assess the long-term investment plans of related companies.

But the other side of the picture cannot be ignored. If regulations tighten, compliance costs for some tech companies could rise, and data center projects could face more permitting hurdles.

So the AI rally cannot keep rising on storytelling alone. Ultimately, it will come down to orders, cash flow, and profitability.

View: The long-term growth case for the AI industry remains worth watching. Policy changes stemming from the elections could shift the sector's momentum, and investors need to move from chasing themes to focusing on results.$NVDA #美国中期选举今日投票