芯片股反弹，AI投资担忧消退：MU、NVDA等

Chip stocks are staging a notable recovery following a prolonged period of heavy selling pressure that was fueled by investor anxiety over the long-term sustainability of corporate artificial intelligence spending. Market participants have reassessed near-term demand fundamentals, concluding that enterprise investments in AI infrastructure remain robust despite macroeconomic headwinds. Companies like Micron Technology and Nvidia are leading the rebound as institutional buyers step in to capitalize on discounted valuations resulting from the prior market correction. The semiconductor sector continues to serve as a primary barometer for the health of the broader technology industry and the ongoing artificial intelligence boom. Analysts emphasize that while volatility is likely to persist, underlying demand for advanced computing hardware remains structurally sound. This recovery highlights the market's ongoing sensitivity to shifts in capital expenditure forecasts by major hyperscalers and technology giants.