2025-12-20 02:00:16

#大户持仓动态 U.S. Stock Technology Sector Sees a Rebound

Last Friday, U.S. stocks closed higher, with leading AI chip and cloud service stocks rallying collectively. The Nasdaq index rose over 1%, marking the second consecutive day of gains for the three major indices. Data showed the Dow Jones Industrial Average closed up 0.38% at 48,134.89 points, the S&P 500 increased 0.88% to 6,834.50 points, and the Nasdaq gained 1.31% to 23,307.62 points.

Where does the core driving force behind the rally come from? An agreement from Oracle ignited market enthusiasm—its stock surged 6.6%. According to reports, TikTok has finalized a strategic partnership with Oracle, Silver Lake Capital, and MGX to jointly establish a U.S. joint venture. This news directly stimulated AI-related stocks: Nvidia, Palantir, and other chip and data processing companies all rose about 4%.

The chip sector showed frequent highlights. Micron Technology performed the best, with its stock rising another 7% (after a 10% increase in the previous trading day). The company recently announced quarterly revenue guidance that exceeded expectations, boosting investor optimism about demand. AMD also moved higher, up 6.15%. In comparison, Broadcom rose 3.18%, with a slightly slower pace.

Large tech stocks generally performed strongly. Nvidia increased 3.93%, Google rose 1.55%, while Microsoft and Apple also saw modest gains. However, there were exceptions—Tesla fell 0.45%, Meta declined 0.85%, and Nike even plummeted over 10% due to company warnings of sales decline.

Looking at this week’s performance, the Nasdaq gained a total of 0.5%, the S&P 500 rose 0.1%, while the Dow slightly retreated 0.7%. RBC Wealth Management’s investment strategists pointed out that mega cloud service providers and AI companies have been raising funds intensively this year, which could create market pressure before 2026. But they also emphasized that these leading companies have the highest credit ratings, and their financing capacity is unquestioned. They expect continued growth in capital expenditure to support economic momentum.

Overall, AI chips and cloud computing concepts remain resilient driven by policy expectations and performance, and institutions still have confidence in the future market.

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SatoshiSherpa

· 2025-12-23 01:18

Micron's recent rise is a bit outrageous, up 17% for two consecutive days... it feels a bit hollow. --- With TikTok and Oracle's collaboration, the market is like it's been injected with adrenaline; it's hard to say how long this heat will last. --- The chip zone is rotating so quickly; those who chase the price need to be careful of getting trapped. --- Nvidia has risen again, but it feels like the increase isn't as fierce as before; it’s time to calm down a bit. --- Meta and TSL have fallen, and Nike has big dumped 10%? That's a bit tragic. --- Is there financing pressure for cloud services before 2026? What’s there to be excited about now? --- The Nasdaq is up only 0.5%, and it seems like the rebound strength is just that. --- US stocks are all about AI chips and cloud computing; the themes feel too singular. --- Will this rebound be just a flash in the pan, and will it continue to fall afterward? --- Oracle's 6.6% increase, is that it? I thought it would be more intense.

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LoneValidator

· 2025-12-21 10:29

Micron continues to soar by 7%? This pace is really hard to maintain, feeling like another wave of sell-off is coming TikTok's recent move is quite impressive, directly igniting the fuse of the entire chip market It's both Nvidia and Palantir, what happened to the promised adjustment? As expected, as long as there's a concept, it can be speculated Meta is still falling, is really no one taking care of it? Haha Can this rebound last until the end of the month? I'm still a bit uncertain The financing pressure is right here, why do I feel like there are undercurrents? Micron was at 10% the day before yesterday and now 7%, definitely a bull trap, brothers The Nasdaq is only up 0.5% and still bragging, is this really the "rebound"? The chip leaders are all running, why do I feel like a market turning point is coming again?

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FastLeaver

· 2025-12-20 02:30

Oracle made a killing this round, the market exploded as soon as the TikTok partnership agreement was announced Micron rose for two consecutive days by 17%, this pace is a bit fierce The chip concept can still be played, but the financing pressure in 2026 is a bit tight Nike plummeted 10%, hilarious, this has nothing to do with the tech rebound The Nasdaq rose 0.5%, you can't say it's impossible, but it feels like there's not enough momentum Nvidia remains steady, just waiting to see when it will go crazy again Meta actually fell, as expected, not all big companies are optimistic This rebound is supported by AI, but no one knows how long it can last Leading companies have no problem with financing capacity, but the policy variables are too many The real opportunity still depends on chip orders; data is the goldmine

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MrDecoder

· 2025-12-20 02:05

Micron rises another 7% this wave, just up 10% the day before yesterday... this pace is a bit scary, gotta be careful about chasing highs TikTok's collaboration with Oracle directly ignited the market, AI chips are following suit, a typical event-driven move Tesla and Meta are still falling? Interesting, it seems not all tech stocks are in favor Nike's plunge of 10% is settled, the company has some serious issues Intense financing might lead to pressure in 2026? Is it really okay to buy so aggressively now? The NASDAQ's 0.5% gain doesn't feel as strong as expected, is it just hype? If Micron's earnings guidance can't be met, watch out for a pullback. Rapid surges like this are the most dangerous RBC says the highest credit rating can finance... but can the borrowed money be earned back? That's the key Will this rebound continue, or is it just another fleeting trick? The strength in the chip sector, either a real demand explosion or be cautious of the bagholders

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MoonRocketman

· 2025-12-20 02:04

Micron has risen for two consecutive days by 17%. The orbital angle coefficient is quite aggressive; we need to be cautious about overheating in low Earth orbit. --- TikTok's launch window was spot on, directly igniting the entire chip sector's fuel supply. --- The 1.31% gain in the Nasdaq seems mild, but technically it has already broken through the upper Bollinger Band. Going forward, keep a close eye on the 23,500 gravitational resistance level. --- Nike's 10% plunge is a bit funny, being dragged out and beaten in the tech stock feast. The investment logic is all over the place. --- The RSI momentum is still pushing upward, but the financing wave before 2026 is indeed a hidden danger; this is a market time bomb. --- Nvidia's 3.93% increase appears somewhat conservative; compared to Micron, it seems less forceful. The angle coefficient needs to be recalibrated. --- Meta's 0.85% decline suggests someone is taking profits on the landing. Smart money is already adjusting positions; you guys are still sleepwalking. --- Is the escape velocity of this rebound enough to break through 30,000 points? It feels like the momentum is a bit虚.

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