周三，纳指盘中突破20000点关口，现涨约1.3%。截至发稿，明星科技股奈飞 (NFLX.US)涨近13%，甲骨文 (ORCL.US)涨超5%，英伟达 (NVDA.US)涨超4%，微软 (MSFT.US)涨近3%。

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巴克莱银行预测，到2025年，迈威尔科技 (MRVL.US)和英伟达 (NVDA.US)将成为人工智能半导体公司的领导者。 博通 (AVGO.US)、Credo Technology (CRDO.US)和被低估的Lumentum Holdings (LITE.US)也获得看好。

智通财经APP获悉，周二，苹果 (AAPL.US)股票价格进一步下滑，延续近期跌势，与此同时，英伟达 (NVDA.US)股票开始“超车”苹果，再次成为全球股票公开市场中市值最高的选手。 在周二的美股交易中，英伟达市值突破了3.46万亿美元，超过苹果公司3.33万亿美元的市值。截至发稿，英伟达盘后上涨1.68%至143.2美元，而苹果下跌2.7%至222.03美元，尽管后者已脱离此前低点。