Shares of CSOP 2x Leveraged Nasdaq (07266) surged more than 4%, trading up 4.04% at HK$42.78 at the time of writing, with turnover reaching HK$2.97 million. On the news front, as U.S. Treasury yields and crude oil futures pulled back, all three major U.S. stock indexes closed higher by September 21, with the Nasdaq reaching a closing record high unseen since early June.

Jerry Chen, senior analyst at forex brokerage GAIN Capital, noted that in theory, rate hikes are negative for equities, especially growth-oriented tech names, but the impact of this hawkish rate decision on U.S. stocks appears more muted than expected, with tech shares displaying resilience. Across various time frames, the Nasdaq 100 index remains firmly within an upward structure.

Adding to the momentum, Meta's consumer-grade AI agent Muse, launched in early September, has quickly gone viral, amassing 730,000 downloads within roughly five days of release and exceeding 2.5 million cumulative downloads, topping the U.S. iOS free app chart and surpassing ChatGPT. In response to this development, the Philadelphia Semiconductor Index jumped 4.29% in a single session.

Analysts at Wedbush pointed out that AI agents' actual computational infrastructure relies heavily on CPUs, and only Intel and AMD genuinely manufacture the CPUs required for AI workloads. This line of reasoning has lifted sentiment across the entire chip sector.