今夜 科技股大涨 白银暴涨

Market Performance - US stock indices opened lower but rebounded, with the Dow Jones turning positive, the Nasdaq rising approximately 0.8%, and the S&P 500 increasing about 0.5% [1] - Following a significant drop in tech stocks due to AI concerns, technology companies rebounded, contributing to the market's rise ahead of key economic data releases that will influence Federal Reserve policy outlook [2] Company Highlights - Nvidia's stock surged over 3%, while Oracle's stock saw an increase of over 10% [2] - Oracle's stock rise was primarily driven by an upgrade in rating from D.A. Davidson [4] - Applovin Corporation's stock increased by 12.36%, while other notable tech stocks like AMD, Broadcom, and Microsoft also saw gains [3] Capital Expenditure Insights - UBS's Chief Investment Officer David Lefkowitz noted negative market reactions to Amazon and Alphabet's capital expenditure guidance, which was "significantly above" market expectations, overshadowing their strong cloud business growth [5] - Nvidia's CEO Jensen Huang highlighted the "extremely strong" demand for computing power, indicating that the tech industry is justifiably increasing investments in AI infrastructure [5] - Analysts believe that capital expenditures for large-scale cloud providers still have room for growth, with Morgan Stanley reporting that the growth in token processing volume is accelerating cloud revenue for GCP, AWS, and Azure [5] Precious Metals - Spot silver surged over 6%, while spot gold rose nearly 2% [5]