#分享美股交易赢英伟达股票 Looking at the surge of Nvidia, the logic of U.S. tech stock investments: AI computing power remains the market's most core theme


On June 1st, at the GTC Taipei 2026 conference, Nvidia CEO Jensen Huang announced the official entry into the personal computer chip market, launching the RTX Spark super chip developed jointly with MediaTek. This AI PC chip, integrating dozens of CPUs, GPUs, and high-speed storage chips, can enable local operation of large AI models and intelligent agents, potentially driving demand for computing power from centralized cloud to personal consumer devices. Once the news broke, Nvidia's stock price surged 6.26% that day, with market capitalization skyrocketing by $319 billion overnight to $5.43 trillion.
Nvidia's strong performance is not an isolated case. On the same day, Broadcom rose 6% pre-market, and Marvell Technology soared 22%. Both catalysts came from the same direction: Alphabet announced an $80 billion equity financing for AI infrastructure, and Jensen Huang publicly predicted that Marvell's future market value could reach $1 trillion. Broadcom's AI semiconductor revenue in the first quarter of fiscal year 2026 grew 106% year-over-year to $8.4 billion. These signals clearly indicate that capital expenditure in the AI computing infrastructure sector continues to accelerate, and the performance of related companies is being repeatedly validated.
Looking at Apple. Apple’s latest quarterly financial report achieved revenue of $111.18 billion, up 16.6% year-over-year, with iPhone revenue reaching a record high of $56.99 billion. However, the market seems more focused on Apple’s future AI narrative. Morgan Stanley analysts pointed out that the upcoming WWDC 2026 could become a key turning point for Apple to reposition itself as an “AI winner,” as a mature AI platform and a clear AI agent vision are enough to support its valuation.
The semiconductor industry is currently in the strongest upward cycle in nearly a decade. WSTS forecasts that the global semiconductor market size will reach $975 billion by 2026, approaching the trillion-dollar mark. On the capital side, Goldman Sachs data shows that the holdings in semiconductors within risk-averse fund portfolios have risen to the highest level on record, and 73% of global fund managers see “long semiconductor” as the most crowded trade. AI is moving from a “model capability-driven” phase into a new stage of “computing organization and efficiency-driven,” and hardware will continue to benefit.
For ordinary investors, Gate’s recently launched stock trading service provides a new noteworthy entry point. Users can directly trade over 10,000 stocks and ETFs on major exchanges like Nasdaq and NYSE using USDT, connected to compliant brokers, with real dividends automatically credited, and without involving funding rates or overnight holding fees, making it suitable for long-term allocation of U.S. stocks. Whether capturing the medium- to long-term growth of AI leaders like Nvidia and Broadcom, or participating in Apple’s upcoming AI narrative reversal, this tool significantly lowers the barrier for crypto asset users to deploy in U.S. stocks. Currently, participating in Gate’s “Stock Trading Sharing Challenge” with a topic sharing U.S. stock content also offers a chance to win Nvidia stock rewards.
Of course, signs of market overheating are also emerging—73% of fund managers are heavily betting on semiconductors, and if fundamentals or interest rate environments change, short-term volatility could be sharply amplified. While AI hardware demand is a medium- to long-term trend, short-term timing and position management remain key. The essence of tech investing is to invest in frontier trends, not follow emotional hype. Maintaining independent thinking is the way to steady progress in the AI wave.
NVDAON1.55%
AAPLX3.03%
View Original
post-image
FatYa888
#分享美股交易赢英伟达股票 Basing on Nvidia’s surge: the logic behind U.S. tech investment—AI computing power remains the market’s most core storyline

On June 1, at the GTC Taipei 2026 conference, Nvidia CEO Huang Renxun announced its official entry into the personal computer chip market, launching the RTX Spark super chip jointly developed with MediaTek. This AI PC chip integrates dozens of CPU, GPU, and high-speed storage chips, enabling local execution of large AI models and intelligent agents, and is expected to drive computing-power demand to expand from centralized cloud services to personal consumer end devices. After the news broke, Nvidia’s share price jumped 6.26% that day, and its market capitalization surged by $319 billion overnight to $5.43 trillion.

Nvidia’s strong performance is not an isolated case. On the same day, Broadcom rose 6% before the open, and Marvell Technology skyrocketed 22%. The two catalysts point in the same direction: Alphabet announced $80 billion in equity financing for AI infrastructure, and Huang Renxun also publicly predicted that Marvell’s future market value could reach $1 trillion. In fiscal 2026 first-quarter results, Broadcom’s AI semiconductor business revenue grew 106% year over year to $8.4 billion. These signals clearly show that capital expenditures in the AI computing infrastructure sector are still accelerating in expansion, and the ability of related companies to deliver performance is being repeatedly validated.

Now look at Apple. In its latest quarter, Apple reported revenue of $111.18 billion, up 16.6% year over year, and iPhone revenue reached a record high of $56.99 billion. But the market seems to focus more on Apple’s future AI narrative. A Morgan Stanley analyst noted that the upcoming WWDC 2026 could become a crucial turning point for Apple to reposition itself as an “AI winner”; a mature AI platform and a clear AI agent vision are enough to support its valuation.

The current semiconductor industry is in the strongest upward cycle in nearly a decade. WSTS forecasts that the global semiconductor market size in 2026 will reach $975 billion, nearing the $1 trillion threshold. On the funding side, data from Goldman Sachs shows that semiconductor holdings in defensive fund long portfolios have risen to the highest level on record, and 73% of global fund managers view “going long semiconductors” as the most crowded trade at present. AI is moving from a “model capability-driven” phase into a new stage of “computing organization and efficiency-driven,” and AI computing-power hardware will continue to benefit.

For ordinary investors, Gate’s recently launched stock trading service provides a new entry point worth paying attention to. Users can directly trade over 10,000 stocks and ETF assets from major exchanges such as Nasdaq and NYSE using USDT, connecting with compliant brokers. Real dividends are credited automatically, and there are no funding fees or overnight position-holding charges involved—making it suitable for long-term allocation of U.S. stock assets. Whether it’s capturing the medium- to long-term growth of AI leaders such as Nvidia and Broadcom, or participating in Apple’s upcoming AI narrative turnaround, this tool significantly lowers the barrier for crypto asset users to build positions in U.S. stocks. Currently, participating in the Gate Plaza “Stock Trading Sharing Challenge” by sharing U.S.-stock content on a topic-based basis also gives you a chance to win Nvidia stock rewards.

Of course, signs of market overheating are also emerging: 73% of fund managers are heavily betting on semiconductors. If fundamentals or the interest-rate environment changes, short-term volatility could be amplified sharply. While AI hardware demand is a long-term trend, short-term timing and position management remain key. The essence of tech investing is investing in frontline trends, not chasing sentiment. Only by maintaining independent thinking can you move steadily forward amid the AI wave.
repost-content-media
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • 1
  • Repost
  • Share
Comment
Add a comment
Add a comment
HighAmbition
· 55m ago
good 👍👍👍👍👍👍👍👍
Reply0
  • Pinned