美股光伏板块大爆发，“存储四巨头”集体重挫

Market Overview - The US stock market continues to show a rotation in styles, with the Nasdaq Composite Index falling over 1% for the second consecutive day due to pressure from major tech stocks [1] - The S&P 500 Index closed down 0.51% at 6882.72 points, while the Nasdaq fell 1.51% to 22904.58 points, and the Dow Jones Industrial Average rose 0.53% to 49501.3 points [1] S&P 500 Performance - Among the S&P 500 constituents, 363 stocks closed higher, leading to a 0.9% increase in the equal-weighted S&P 500 index [3] - The top three gainers were companies that recently released strong earnings: AMD up 13.78%, Fortive up 10.63%, and Eli Lilly up 10.33% [3] - Conversely, several previously popular stocks saw significant declines, with AMD dropping 17.31% post-earnings, and AI application stocks AppLovin and Palantir both falling over 10% [3] Solar Sector Movement - The solar sector experienced a significant rally influenced by news of the SpaceX team assessing the Chinese solar industry, with Enphase Energy rising 38.60%, SolarEdge up 13.14%, and JinkoSolar increasing by 8.66% [4] Notable Stock Movements - As of the market close, Nvidia fell 3.41%, while Apple rose 2.6%. Other notable movements included Google-A down 1.96%, Microsoft up 0.72%, and Amazon down 2.36% [5] - Alphabet announced a staggering capital expenditure forecast of $175 billion to $185 billion for the current fiscal year, significantly higher than the analyst expectation of $119.5 billion and last year's $91.45 billion [5] Impact on Chinese Stocks - The global sell-off in software stocks also affected Chinese stocks, with the Nasdaq Golden Dragon China Index closing down 1.95% [7] - Notable declines included Alibaba down 2.76%, JD.com down 1.75%, and Baidu down 4.77%, while Li Auto rose 1.88% [7]