深夜惊魂！美股深V大逆转！

Market Overview - The U.S. stock market experienced a "V" shaped recovery after initial declines, with the Dow Jones Industrial Average dropping over 300 points and the Nasdaq falling more than 1.2% before recovering [2] - The Philadelphia Semiconductor Index, a key indicator for chip manufacturers, saw a decline of over 2% [2] - Software stock ETFs plummeted by 3% [3] Technology Sector - Technology stocks generally declined, but the losses were somewhat mitigated [6] - Major tech companies such as Oracle, AMD, Tesla, and Google reported declines ranging from 1.04% to 3.01% [7] AI Impact - Concerns regarding the potential disruption caused by artificial intelligence (AI) have led to significant sell-offs in stocks perceived to be at risk of being replaced [8] - The frequency of mentions of "AI disruption" in corporate earnings calls nearly doubled compared to the previous quarter, indicating heightened investor anxiety [8] - Analysts suggest that unless upcoming economic data surprises positively, the current market volatility may continue [8] Commodities Market - Oil prices experienced a sharp decline following reports of progress in U.S.-Iran nuclear negotiations, which could lead to the lifting of sanctions on Iran and a potential increase in global oil supply [10] - Precious metals such as gold and silver also saw significant drops, with gold falling over 2% and silver dropping more than 4% [11]