The three major U.S. stock indexes opened slightly higher, with optical communication concept stock POET rising over 30%.

华尔街见闻2026/05/14 13:38

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Nvidia rose by 2.5%; Intel fell by 4%, Micron Technology dropped nearly 3%, and SanDisk slid over 4%. Cisco surged over 15%, marking its biggest gain since 2011, with quarterly and annual guidance far exceeding expectations and a significant upward revision in AI-related orders. Optical communication concept stock POET Technologies soared over 30% after the company received a $50 million purchase order from Lumilens.Related articles: The AI boom drives gains in the US stock market, with the three major US stock indices opening slightly higher. Nvidia rose over 2%, Cisco soared 15%, and the bond market came under pressure.

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Bridgewater CIO Greg Jensen warns that assets related to AI infrastructure have already been significantly priced in by the market, and the excess return opportunities of two years ago are fading. The fund has reduced its positions to a "very minimal" level. According to system modeling through 2028, the upside potential for assets such as chips and data centers is now very limited and faces risks of financing and construction delays. Bridgewater's strategic focus has shifted to AI disruption and application sectors.

华尔街见闻•2026/09/18 05:56

Bridgewater: Most AI infrastructure trades have already been priced in, only holding a “very small position”

华尔街见闻•2026/09/18 05:51