美股三大指数连涨四日，芯片股全线走强，中概股多数收涨

Market Performance - US stock market opened high and closed higher, with all three major indices rising for four consecutive days. The Dow Jones increased by 0.67% to 47,427.12 points, the S&P 500 rose by 0.69% to 6,812.61 points, and the Nasdaq Composite gained 0.82% to 23,214.69 points [1][2] - The volatility in the market has eased, with the S&P 500 Volatility Index (VIX) dropping approximately 35% over four days, marking the largest decline since mid-April [2] Sector Performance - Companies related to GPUs saw a rebound in stock prices, with Oracle's stock rising over 4%, and Nvidia and Microsoft both increasing by over 1%, contributing to the overall market gains [2] - The Philadelphia Semiconductor Index rose by 2.76%, with all 30 component stocks closing higher. Notable gains included Teradyne up 6.98%, Marvell Technology up 5.14%, and AMD up 3.93% [6] Company News - Panasonic Energy has signed an agreement to supply cylindrical lithium-ion batteries to Amazon's autonomous ride-hailing company Zoox, with deliveries expected to start in early 2026 [8] - DigitalBridge announced a memorandum of understanding with South Korea's KT to develop next-generation AI data centers in South Korea, with potential investments reaching several billion dollars [9] - SuperX has authorized a stock repurchase plan of up to $20 million for its common stock over the next year [10] Analyst Insights - Bank of America analysts predict that by 2030, the AI data center market will grow approximately fivefold to around $1.2 trillion from $242 billion this year, with Nvidia expected to maintain market dominance, although its market share may decrease from 85% to 75% [11]