美股强势反弹 AI资本支出热潮持续

Core Viewpoint - The U.S. stock market experienced a strong rebound, with the S&P 500 index rising by 1.6% and the Nasdaq 100 index increasing by 2.1%, reversing previous losses from last week [1] Group 1: Market Reactions - The collaboration between OpenAI and Broadcom to develop custom chips and networking equipment provided a positive boost to the market [1] - The ongoing AI capital expenditure trend is expected to sustain market strength, according to Sevens Report's Tom Essaye [1] Group 2: Valuation Concerns - Despite the strong performance of tech stocks pushing the S&P 500 to new highs, there are concerns about rising valuations leading to potential market bubbles [1] - Gabelli fund manager John Belton acknowledged the presence of some overheating in specific sectors but cautioned against oversimplifying the situation by labeling it a "bubble" [1]