英伟达强劲业绩与70%增长展望提振AI交易，但美股盘前已明显重定价

Futures tied to the tech-heavy Nasdaq outperformed peers ​on Thursday after AI bellwether Nvidia's blockbuster forecast renewed investor confidence in the AI trade and boosted ‌technology stocks globally.

The chip giant (NVDA.O) rose 7.4% in premarket trading after it forecast a 70% jump in revenue next fiscal year, underscoring unabated demand for AI computing, while warning that shortages of memory components could curb how fast the demand expands.

The report bolstered the view that the ​AI rally is far from over, with companies at the heart of AI buildout continuing to post strong ​growth as Big Tech ramps up spending.

"The biggest positive was management effectively telling investors that AI ⁠demand remains supply-constrained even at this scale... That is a powerful counter to the narrative that the AI capex ​cycle is already peaking," said Charu Chanana, chief investment strategist at Saxo Markets.

"Nvidia's results validate the AI infrastructure trade, but they ​are not a signal to indiscriminately chase everything labeled AI."

Global tech stocks saw renewed investor interest, with South Korea's KOSPI (.KS11) closing 1.5% higher. U.S. chipmakers such as Micron Technology (MU.O) gained 4.2% in premarket trading, while Marvell Technology (MRVL.O) rose 5.2% and Broadcom (AVGO.O) added 1.6%.

Data storage firms Sandisk (SNDK.O) ​and Western Digital (WDC.O) gained 4.9% and 3.4%, respectively.

Salesforce (CRM.N) jumped 11.8% after raising annual revenue and profit forecasts, and rolling out a ​new plug-in combining its capabilities with Anthropic's Claude AI models.

CrowdStrike (CRWD.O) climbed 8.8% after the cybersecurity software provider raised its annual revenue forecast and ‌topped second-quarter ⁠earnings estimates.

Both these reports calmed worries that advanced AI tools could upend the traditional software industry, boosting investor appetite for beaten-down software stocks and narrowing the gap with semiconductors, which are seen as the primary beneficiaries of the AI boom.

Other software firms such as ServiceNow and Oracle added 2% each.

At 05:05 a.m. ET, Dow E-minis were down 34 points, or 0.06%, ​S&P 500 E-minis were up ​32 points, or 0.42%, ⁠and Nasdaq 100 E-minis were up 300.25 points, or 1.03%.

Wall Street's main indexes closed largely subdued on Wednesday ahead of Nvidia's results and after slightly hotter-than-expected Personal Consumption Expenditures data bolstered bets ​on an interest rate hike from the Federal Reserve next month.

A benign consumer inflation ​report earlier this ⁠month had lowered the bets on an imminent hike, but traders now see a 36% chance of a September increase, according to CME' FedWatch Tool.

A weekly reading of jobless claims is due before markets open on Thursday.

Concerns over rising government debt and ⁠inflation stemming ​from the U.S.-Iran conflict had pushed up Treasury yields to multi-year highs ​last week, before the Treasury Department announced support measures.

The uncertain macro backdrop and the Treasury's intervention have sharpened focus on Fed Chair Kevin Warsh's first ​Jackson Hole address on Friday for hints on the central bank's stance.