#纳指创历史新高
👉 AI 从买算力到空人力
The Nasdaq closed at 27,200 points, setting a new all-time high.
This is its second straight day of breaking the closing record.
Chip stocks climbed for six straight trading sessions.
The storage sector surged across the board.
SanDisk rose 6.82%, and Micron gained 5%.
The Philadelphia Semiconductor Index jumped more than 2%.
On the same day, bank stocks were sold off in a round.
JPMorgan fell 3.42%, and Bank of America dropped 3.04%.
The market is pricing in the idea of AI replacing human labor.
Competition in AI is shifting from purchasing compute power to price wars over inference.
Two model companies released cheaper versions on the same day.
The Dow fell 0.36%, and the S&P ended flat.
Money is concentrating into chips and storage.
The banking sector hit a new low since July.
Gold staged a V-shaped rebound during the session.
The yield on the 10-year U.S. Treasury held steady near 4.96%.
The breadth of this rally is narrowing.
Oil prices fell for five consecutive days, and Brent returned to $99.
For crypto, the level of risk appetite is determined by tech stocks.
How long do you think this tech rally can last? Let’s discuss in the comments.
👉 AI 从买算力到空人力
The Nasdaq closed at 27,200 points, setting a new all-time high.
This is its second straight day of breaking the closing record.
Chip stocks climbed for six straight trading sessions.
The storage sector surged across the board.
SanDisk rose 6.82%, and Micron gained 5%.
The Philadelphia Semiconductor Index jumped more than 2%.
On the same day, bank stocks were sold off in a round.
JPMorgan fell 3.42%, and Bank of America dropped 3.04%.
The market is pricing in the idea of AI replacing human labor.
Competition in AI is shifting from purchasing compute power to price wars over inference.
Two model companies released cheaper versions on the same day.
The Dow fell 0.36%, and the S&P ended flat.
Money is concentrating into chips and storage.
The banking sector hit a new low since July.
Gold staged a V-shaped rebound during the session.
The yield on the 10-year U.S. Treasury held steady near 4.96%.
The breadth of this rally is narrowing.
Oil prices fell for five consecutive days, and Brent returned to $99.
For crypto, the level of risk appetite is determined by tech stocks.
How long do you think this tech rally can last? Let’s discuss in the comments.
