美股AI硬件板块集体走强，英伟达上涨2.29%，台积电上涨1.73%

The US AI hardware sector collectively strengthened, with the Philadelphia Semiconductor Index rising 3.63%, NVIDIA up 2.29%, TSMC up 1.73%, Broadcom up 2.57%, SK Hynix up 4.79%, Micron Technology up 3.87%, AMD up 3.78%, Intel up 3.97%, ASML up 3.07%, Lam Research up 4.41%, Arm Holdings up 6.25%, SanDisk up 4.97%, Qualcomm up 2.96%, Marvell Technology up 8.36%, Western Digital up 3.18%, Seagate Technology up 4.63%, Lumentum up 8.29%, and Coherent up 11.68%.