科技股推动美股上涨，交易员淡化伊朗战争风险

Odaily Planet Daily News US stocks rose as investors set aside concerns about the latest US-Iran conflict and bought into tech stocks. Despite escalating Middle East tensions, investors focused on signs that the AI investment boom remains strong after a sharp sell-off in chip stocks earlier this week. Goldman Sachs' trading desk wrote in a report: "Our client conversations have not shown any substantive fundamental concerns about AI trading or capital expenditure prospects. Clients generally believe the recent market adjustment is primarily technical rather than fundamental."

BlackRock economist Helen Jewell echoed this view, stating that while the largest tech companies are beginning to generate negative free cash flow and are increasingly financing expansion through debt markets, investment commitments in the AI field should continue to support this investment theme for at least another two to three years. (Jin Shi)