--- title: "AI infrastructure concept stocks rebounded, NVIDIA rose 5.6%, Sandisk rose over 6%, CoreWeave rose over 9%, and the China concept index rose 2%" description: "AI infrastructure concept stocks rebounded, with NVIDIA rising 5.6%, AMD rising 7%, Broadcom rising 5.1%, and storage stock Sandisk rising 6.4%. Cloud service provider CoreWeave rose 9.2%, and Chinese" type: "news" locale: "en" url: "https://longbridge.com/en/news/275143711.md" published_at: "2026-02-06T14:59:24.000Z" --- # AI infrastructure concept stocks rebounded, NVIDIA rose 5.6%, Sandisk rose over 6%, CoreWeave rose over 9%, and the China concept index rose 2% > AI infrastructure concept stocks rebounded, with NVIDIA rising 5.6%, AMD rising 7%, Broadcom rising 5.1%, and storage stock Sandisk rising 6.4%. Cloud service provider CoreWeave rose 9.2%, and Chinese concept stock Nio once rose over 10%. The Nasdaq Golden Dragon China Index rose 2%, and the S&P 500 Index rose about 1.2% AI infrastructure concept stocks rebounded, and investors are paying attention to NVIDIA's $200 billion capital expenditure guidance. Semiconductor concept stocks saw NVIDIA rise 5.6%, AMD rise 7%, Broadcom rise 5.1%, and Marvell Technology rise 6.4%. Storage concept stocks Sandisk rose 6.4%, Western Digital rose 6.2%, Seagate Technology rose 5.6%, and Micron Technology rose 2.5%. Cloud service provider CoreWeave rose 9.2%, Oracle rose 3.5%, chip equipment supplier Applied Materials rose 5.8%, and Lam Research rose 6.2%. Lumentum rose 8.6%, Applied Optoelectronics rose 9.6%, and Ciena rose 4.4%. The Nasdaq Golden Dragon China Index's gains expanded to 2%, with Chinese concept stock Nio briefly rising over 10%, Li Auto rising 5.3%, XPeng rising 3.4%, and Xiaomi, BYD, and Pony.ai rising about 3%, while Alibaba rose 2%. The S&P 500 Index is currently up about 1.2%, the Dow Jones Industrial Average is up 692 points, a rise of 1.4%, the Nasdaq is up 1.1%, the semiconductor index is up 4.3%, and the banking index is up 2.1% ### Related Stocks - [PSI.US - Invesco Semiconductors ETF](https://longbridge.com/en/quote/PSI.US.md) - [IGPT.US - Invesco AI and Next Gen Software ETF](https://longbridge.com/en/quote/IGPT.US.md) - [NVDX.US - T-Rex 2X Long NVIDIA Daily Target ETF](https://longbridge.com/en/quote/NVDX.US.md) - [IGV.US - iShares Expanded Tech Software Sector ETF](https://longbridge.com/en/quote/IGV.US.md) - [AVGX.US - Defiance Daily Target 2X Long AVGO ETF](https://longbridge.com/en/quote/AVGX.US.md) - [IXN.US - ISHRS S&P Glb It](https://longbridge.com/en/quote/IXN.US.md) - [SNDK.US - Sandisk](https://longbridge.com/en/quote/SNDK.US.md) - [SOXQ.US - Invesco PHLX Semiconductor ETF](https://longbridge.com/en/quote/SOXQ.US.md) - [SOXX.US - iShares Semiconductor ETF](https://longbridge.com/en/quote/SOXX.US.md) - [AVGG.US - Leverage Shares 2X Long AVGO Daily ETF](https://longbridge.com/en/quote/AVGG.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | AI 需求还强！英伟达 Q4 营收增 73%，Q1 指引 “炸裂” 创新高，黄仁勋上调 5000 亿收入预期 \| 财报见闻 | Q4 英伟达总营收和数据中心收入均创纪录；得益于 Blackwell 放量，毛利率升破 75%、创一年半新高；数据中心收入超预期同比加速增长 75%，其中网络收入增逾 260%；游戏收入逊于预期，因渠道库存影响环比降 13%，英伟达预计，Q | [Link](https://longbridge.com/en/news/276955356.md) | | 高盛谈 AI 交易：“AI 基建” 的下半年风险，“AI 应用” 的 “输家” 短期难翻身 | 高盛警告，AI 资本开支增速预计将在下半年放缓。这一拐点将直接威胁严重依赖资本开支的 AI 基础设施股，其估值溢价将崩塌。比如，当前英伟达已出现 “盈利大涨、股价却不涨” 的现象。另一方面，深陷 “被颠覆” 恐慌的软件等 AI 应用端输家， | [Link](https://longbridge.com/en/news/276974463.md) | | 期权热点｜周四 NVDA 大跌 5%，部分看跌期权大涨 86% | 美东时间 02 月 26 日，英伟达期权总成交 5924823 张，看涨期权占比 64%，看跌期权占比 35%。 | [Link](https://longbridge.com/en/news/277139735.md) | | 英伟达今夜财报大考：要多强才能扭转 AI 泡沫恐慌？ | 要扭转市场对 AI 泡沫的担忧，英伟达不仅需要在营收和利润上大幅超出预期，还必须在现金流兑现、利润率维持以及未来订单指引上给出无懈可击的证明，以安抚对科技巨头债务驱动型支出感到紧张的投资者。 | [Link](https://longbridge.com/en/news/276887894.md) | | 面对英伟达 75% 的利润率，AMD 们压力山大！ | 英伟达利润率创下 2024 年下半年以来新高。但存储价格上涨、AMD 与 Alpahbet 的低价竞争，以及下游云计算企业尚未能将算力转化为收入，使得市场担忧英伟达能否守住高利润率。黄仁勋回应英伟达 GPU 的通用性和能效领先竞争对手，同时 | [Link](https://longbridge.com/en/news/277046179.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.