美国半导体 -AI 资本开支强劲，有望延续费城半导体指数涨势-US Semiconductors State of the Union robust AI capex poised to extend a broadening SOX rally

Accessible version US Semiconductors State of the Union: robust AI capex poised to extend a broadening SOX rally Industry Overview SOX off to a solid Jan, AI capex could keep party going Despite a wall of worries re AI funding, valuations and interest rate volatility, chip stocks (SOX index) are off to a solid start, up ~13% YTD, marking the second-best Jan in past 20 years and well ahead of the SPX up just 1%. Notably this outperformance has occurred without participation from compute leaders NVDA (+2.5% Y ...