美股异动 | 明星科技股集体反弹 博通涨超 8%
On Monday, the three major U.S. stock indexes opened higher collectively, with the Nasdaq rising 1.67%. Star tech stocks rebounded collectively, with Broadcom rising over 8%, Taiwan Semiconductor rising over 5%, and Oracle rising over 4%. OpenAI has reached a partnership with Broadcom to jointly produce AI processors, planning to launch customized chips in 2026. Comments from Trump and Vice President Vance may encourage investors to return to the market
According to Zhitong Finance APP, on Monday, the three major U.S. stock indexes opened higher collectively, with the Nasdaq rising 1.67%. Star tech stocks rebounded collectively, with Broadcom (AVGO.US) up over 8%, Taiwan Semiconductor (TSM.US) up over 5%, Oracle (ORCL.US) up over 4%, NVIDIA (NVDA.US) and Tesla (TSLA.US) up over 2%, and Amazon (AMZN.US) up over 1%.
In terms of news, OpenAI announced a partnership with Broadcom to jointly produce its first self-designed artificial intelligence processor. This is the latest chip collaboration by OpenAI to ensure computing power supply and meet the surging demand for AI. Both parties stated on Monday that OpenAI will be responsible for chip design, while Broadcom will begin development and deployment in the second half of 2026, planning to launch custom chips with a total computing power of 10 gigawatts, equivalent to the electricity consumption of over 8 million American households.
Additionally, Trump posted on the "Truth Social" platform last Sunday, hinting to investors that he may not follow through on previous threats. U.S. President Trump wrote, "No need to worry, everything will eventually get better!" U.S. Vice President Pence echoed this sentiment over the weekend, and U.S. Trade Representative Tai also stated that the market is expected to stabilize in the coming week, and we need to find a way to return to a stable situation. These remarks may encourage investors to return to the market after Friday's sell-off
