AMD(US:AMD) Sou Hu Cai Jing·2025-10-06 23:53Core Insights - AMD has signed a supply agreement with OpenAI for AI chips, igniting market enthusiasm for AI computing power and boosting the semiconductor sector [1] - The S&P 500 index has recorded a seven-day consecutive rise, reaching a historical high alongside the Nasdaq index [1] - The foreign exchange market is experiencing fluctuations due to political changes in Japan and France, with the US dollar strengthening against the yen and euro [1] Semiconductor Sector - The semiconductor ETF rose by 1.99%, leading gains among US industry ETFs, while other tech-related ETFs followed closely [3] - AMD's stock surged by 37.7% in early trading after announcing a chip agreement with OpenAI, contributing to a 4.5% increase in the Philadelphia Semiconductor Index [4] - The Philadelphia Semiconductor Index closed up 2.89%, surpassing its previous record high [8] Market Performance - The S&P 500 index increased by 24.49 points, marking a 0.36% rise and achieving a new closing high [5] - The Nasdaq index rose by 161.161 points, or 0.71%, also reaching a new closing high [5] - The Dow Jones Industrial Average fell by 63.31 points, or 0.14%, moving away from its historical peak [5] Global Market Reactions - The Nikkei 225 index in Japan surged by 4.8% following the election of a new party leader, indicating a potential return to "Abenomics" [4] - The French CAC 40 index declined by 1.36% amid political instability, with significant sell-offs in French government bonds [4][7] - Bitcoin and gold prices have reached historical highs, reflecting investor sentiment amid uncertainty in government operations [1][4]