Yes, the AI stock selloff looks terrifying. But it might actually save the bull market.
科技股新闻：The hottest tech trades of 2026 just got slammed — smart investors are buying anyway. 相关标的：NVDA, AMD, SMH。
个股新闻可从近月合约、财报日、异常成交量和隐含波动率变化开始排查。
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Arm servers overtake x86, AI infrastructure spending to reach $497B in '26: IDC
科技股新闻：Arm servers overtake x86, AI infrastructure spending to reach $497B in '26: IDC 相关标的：NVDA, AMD, SMH。
个股新闻可从近月合约、财报日、异常成交量和隐含波动率变化开始排查。
Here’s the surprising twist to the news OpenAI products went rogue and tried to steal an exam
科技股新闻：It took a Chinese artificial-intelligence tool to protect an American company from an American AI attack. 相关标的：NVDA, AMD, SMH。
个股新闻可从近月合约、财报日、异常成交量和隐含波动率变化开始排查。
Samsung in talks to invest about €1B in French AI start-up Mistral
科技股新闻：Samsung in talks to invest about €1B in French AI start-up Mistral 相关标的：NVDA, AMD, SMH。
个股新闻可从近月合约、财报日、异常成交量和隐含波动率变化开始排查。
Oklo, X-Energy to join Trump administration effort to speed nuclear reactors for AI - Bloomberg
科技股新闻：Oklo, X-Energy to join Trump administration effort to speed nuclear reactors for AI - Bloomberg 相关标的：NVDA, AMD, SMH, USO, XLE。
个股新闻可从近月合约、财报日、异常成交量和隐含波动率变化开始排查。
Super Micro’s stock soars as its margins unexpectedly double
科技股新闻：The AI server maker now expects gross margins to be in the range of 15% to 17% thanks to an improving customer and product mix 相关标的：NVDA, AMD, SMH。
个股新闻可从近月合约、财报日、异常成交量和隐含波动率变化开始排查。
Micron jumps 12% on BofA note, chip rally
科技股新闻：Micron jumps 12% on BofA note, chip rally 相关标的：NVDA, AMD, SMH。
个股新闻可从近月合约、财报日、异常成交量和隐含波动率变化开始排查。
Google releases smaller Gemini AI models before frontier 3.5 Pro
科技股新闻：Google releases smaller Gemini AI models before frontier 3.5 Pro 相关标的：NVDA, AMD, SMH。
个股新闻可从近月合约、财报日、异常成交量和隐含波动率变化开始排查。
The co-founder of Stocktwits dumped chip stocks before their 20% slide. Where he’s putting his money now.
科技股新闻：Stocktwits’ Howard Lindzon talks to MarketWatch about sidestepping a chip selloff, where he sees opportunity and the “degenerate economy.” 相关标的：NVDA, AMD, SMH。
个股新闻可从近月合约、财报日、异常成交量和隐含波动率变化开始排查。
TSMC to raise chip manufacturing prices by up to 10% in 2027: Nikkei
科技股新闻：TSMC to raise chip manufacturing prices by up to 10% in 2027: Nikkei 相关标的：NVDA, AMD, SMH。
个股新闻可从近月合约、财报日、异常成交量和隐含波动率变化开始排查。
Berkley outlines 20%+ underwriting efficiency gains from AI tools as it targets expense ratio at 30% or better
科技股新闻：Berkley outlines 20%+ underwriting efficiency gains from AI tools as it targets expense ratio at 30% or better 相关标的：NVDA, AMD, SMH。
个股新闻可从近月合约、财报日、异常成交量和隐含波动率变化开始排查。
Nebius rises as Nvidia discloses 9.3% stake
科技股新闻：Nebius rises as Nvidia discloses 9.3% stake 相关标的：NVDA, AMD, SMH。
个股新闻可从近月合约、财报日、异常成交量和隐含波动率变化开始排查。