Trending Sectors | Tech and AI Lead Gains, EVs and Weight Loss Drugs Shine, Oil and Crypto Surge Amid Tariff Easing

【Major U.S. Stock Indices】

The U.S. stock market experienced a strong rebound, with the S&P 500 rising 9.52% to 5,456.90 points; the Dow Jones Industrial Average increased by 7.87% to 40,608.45 points; and the Nasdaq surged 12.16% to 17,124.97 points. This surge was primarily driven by President Trump's announcement of a 90-day tariff suspension policy for countries other than China, which significantly boosted market confidence. This action had a positive impact on market sentiment, with investors optimistic about the prospect of eased trade tensions.

【Performance of Leading Tech】

Among the leading tech giants, Microsoft rose 7.8% amid optimism about its future performance following the announcement of its quarterly earnings date and new feature rollouts. Apple climbed 11%, with high options trading volume indicating market expectations of volatility. Amazon gained 7.5%, despite President Trump's focus on the TikTok deal, with positive sentiment from its collaboration news with Hurrier. Google increased by 6.4%, reaffirming its $75 billion capital expenditure plan. Meta rose 8.5% as the launch of Llama 4 Inference strengthened its AI strategy. Tesla had an impressive increase of 13.5%, fueled by the tariff suspension policy, with market optimism about its future growth prospects.

【Performance of AI and Chip Sectors】

The AI and chip sectors performed exceptionally well, with NVIDIA rising 13%, encouraged by the White House easing H20 chip export restrictions. Additionally, market expectations for AI and cloud platform demand further improved. NVIDIA's rise also lifted the overall chip sector, with semiconductor stocks like AMD and SMCI each gaining over 4%. The positive performance in the chip industry was partly attributed to the adjustment in U.S. tariff policies on China, boosting investor confidence in the tech supply chain.

【Electric Vehicle, Weight Loss Drugs, Oil, and Other Sectors】

The electric vehicle sector showed strong performance, with Tesla rising 13.5%, reflecting confidence in its position in the global EV market. The weight loss drug sector also performed well, with significant gains in stocks like Eli Lilly, Novo Nordisk, and Biogen. Oil stocks rose due to the tariff policy adjustment, with notable performances from ConocoPhillips and Halliburton. However, gold stocks showed mixed results, with some benefiting from increased safe-haven demand.

【Emerging and Other Focus Sectors】

Cryptocurrency-related stocks like Coinbase generally rose following Trump's tariff suspension announcement, reflecting the sensitivity of the digital currency market. Additionally, bank stocks broadly increased on the positive news, with JPMorgan performing exceptionally well. However, pharmaceutical stocks faced pressure due to potential drug tariff threats by Trump.

【Investor Advice】

While the market is performing strongly against the backdrop of eased trade policies, investors should remain cautious and closely monitor further developments in global trade policy. Tech and AI sectors, given their importance in the future economy, continue to be attractive investment areas. Meanwhile, with ongoing global economic uncertainties, safe-haven assets like gold are also worth considering. Overall, investors should maintain a diversified portfolio to hedge against potential market volatility.