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FollowingAI stocks rebounded again, falling oil prices eased inflation and interest rate concerns.
As crude oil prices fell, Wall Street's technology stocks, which had previously been pressured by inflation and interest rate expectations, gained a certain degree of breathing space. Artificial intelligence (AI)-related stocks rose again. On Thursday, the semiconductor sector rebounded across the board. NVIDIA's share price rose more than 2%, and Broadcom also rose more than 2%. Companies such as AMD, Micron Technology, ARM and Marvel performed even stronger and recorded even larger gains. In addition, semiconductor-traded open-end index funds (ETFs) also rose sharply.
This market shift was aided by a correction in crude oil prices and a return to the 5% mark on the U.S. 10-year Treasury yield. Reuters pointed out that U.S. crude oil prices fell to around $101 a barrel, while 10-year U.S. bond yields fell to around 4.93%. These two indicators have been pressure points for investors to watch closely, especially for growth stocks with high valuations. [TAG
AI stocks reversed their previous sharp sell-off
This reversal is particularly striking because just a few days ago, the AI sector was under great downward pressure. After several leading AI executives called for a slowdown in the increasingly robust pace of model development, the market raised questions about whether the huge infrastructure investments underpinning the boom will eventually cool. The concern sent Nvidia and other semiconductor stocks lower and triggered a widespread sell-off in AI stocks around the world.
如今，投资者似乎正在将长期的隐忧与当前的实际需求区分开来。英伟达首席执行官黄仁勋进一步助推了这波反弹行情，他表示公司预计明年芯片销量将约为去年的两倍，这强化了短期AI基础设施需求依然强劲的论点。
博通则拥有类似的增长故事。其AI半导体收入近期同比激增221%，达到167亿美元。管理层预计，到2027财年，AI芯片收入将达到约1150亿美元，而在2028年有望触及2300亿美元。
为何油价下跌对英伟达和博通至关重要
虽然石油并非显而易见的AI股票催化剂，但其影响通过通胀和利率渠道传导。能源价格上涨可能维持高通胀水平，从而增加美联储的政策压力，并推高国债收益率。这对于高估值的科技公司而言尤为不利，因为收益率上升会降低投资者对未来收益现值的评估。
相关分析显示，当债券收益率发生变动时，英伟达、博通等成长型股票之所以能做出如此剧烈的反应，正是源于上述宏观逻辑的深刻影响。
