The CITIC Securities Research Report said that the AI main trading momentum of US stocks returned markedly this week. The rise in stock prices after SK Hynix's US stock listing confirms that the AI hardware industry chain continues to be popular. Meta's expansion of data centers and Amazon bond funding confirm that the capital expenditure of technology giants is still resilient, effectively alleviating market concerns about the slowing pace of investment in the AI field. We expect US stocks to maintain a volatile upward trend in the future. We recommend focusing on the software, military, energy infrastructure, and financial sectors.

The CITIC Securities Research Report said that the AI main trading momentum of US stocks returned markedly this week. The rise in stock prices after SK Hynix's US stock listing confirms that the AI hardware industry chain continues to be popular. Meta's expansion of data centers and Amazon bond funding confirm that the capital expenditure of technology giants is still resilient, effectively alleviating market concerns about the slowing pace of investment in the AI field. We expect US stocks to maintain a volatile upward trend in the future. We recommend focusing on the software, military, energy infrastructure, and financial sectors.