美股收涨，AI基础设施与芯片股领涨反弹
US stocks rally as AI shares rebound
US stocks closed higher on Wednesday, led by AI infrastructure and semiconductor shares, with the Nasdaq 100 up 2.28%, the Nasdaq Composite up 1.60% and the Dow up 0.48%. CoreWeave surged 24.71% after stronger revenue, a raised guidance and a response to financing concerns, while seven AI-related names including Nebius, Sandisk, Arm and Micron all posted double-digit gains. Market breadth showed 83 advancers and 17 decliners on the Nasdaq 100, but Microsoft, Meta and Amazon closed lower among the Mag 7.
US AI infrastructure and chip stocks led the rebound, with the Nasdaq 100 up 2.28% and market breadth at 83 advancers versus 17 decliners, indicating broad participation in the rally, but Microsoft, Meta and Amazon closed lower among the Mag 7, suggesting capital favored the AI computing supply chain over large platform stocks. For gold and forex traders, this pickup in risk appetite may weigh on safe-haven demand, but the diverging structure of the rebound means sustainability still requires observation of follow-through conditions.
原文用指数涨幅与市场宽度数据拆解这轮AI股反弹，读者可据此判断反弹的参与度与后续跟进条件。
来源：ForexLive · investinglive.com