英伟达与AMD周一领衔芯片及AI股票强劲反弹，因美伊紧张局势缓和为市场提供了喘息空间。
在特朗普总统表示近期与伊朗的会谈“富有成效”并暂时叫停计划中的军事打击后，两只股票在午前交易中均上涨约2.8%。这一基调转变有助于缓解市场对能源供应中断及更广泛地缘政治影响的担忧——这些因素此前一直压制着市场情绪。
这场缓解性反弹迅速蔓延至整个半导体板块。博通、英特尔、德州仪器、迈威尔科技、ADI>亚德诺半导体及高通均录得上涨，其中德州仪器还受益于其新数据中心模块的发布。AI板块方面，甲骨文与微软涨幅均超1%，而Palantir表现突出，大涨5%。
责任编辑：张俊 SF065
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