Group 1 - The S&P 500 index rose by 4 points to 6,715, reaching a historical high and marking the fifth consecutive day of gains, driven primarily by the AI boom [3] - OpenAI's valuation surged to $500 billion after employee stock sales, surpassing SpaceX to become the world's most valuable startup, igniting a rally in tech stocks [3] - Major semiconductor stocks, including Nvidia and AMD, reached new highs as investors continued to pour funds into the tech sector, reflecting strong confidence in the long-term growth potential of AI [3] Group 2 - Despite the ongoing U.S. government shutdown, investors chose to overlook political risks, indicating a structural trend in market capital flows towards AI and technology investments [3] - The surge in OpenAI's valuation highlights significant expectations within the business community regarding the commercialization of generative AI applications [3] - Tech giants are increasing investments in AI data centers, which is expected to further drive demand for semiconductor supply chains [3]
【真灼机构观点】标普500指数创下历史新高，港股通因国内假期暂停
Xin Lang Cai Jing·2025-10-03 12:15