U.S. stock night trading fluctuations: NVIDIA's AI demand surges, AXT rises 4.77% in night trading! Market confidence rebounds, supply chain restructuring boosts outlook

U.S. Stock Night Market Movements AXT Company rose 4.77% in the night market. Based on recent key news: On March 31, NVIDIA emphasized the increasing demand for copper cables and optical communications in future AI data centers at the GTC conference, driving the expansion of indium phosphide applications and enhancing the demand for AXT's related products. Source: XianTan Investment Weekly On March 31, Taiwanese manufacturers accelerated the restructuring of their material sources to reduce reliance on AXT, with Sumitomo Electric becoming an important alternative supplier to ensure the supply of high-purity raw materials, boosting market confidence. Source: XianTan Investment Weekly On March 31, Taiwanese epitaxial factories actively expanded production, with ample InP substrate inventory to meet AI supply chain demands, enhancing market expectations for AXT. Source: XianTan Investment Weekly The semiconductor equipment industry has significant growth potential, and geopolitical risks should be monitored. Stocks with High Trading Volume in the Industry ASML rose 0.32% in the night market. Based on recent key news: On March 30, ASML announced the trading situation under its current stock repurchase plan. This move may have enhanced market confidence in the company's stock, driving the price up. Source: Reuters On March 31, JP Morgan analyst Sandeep Deshpande maintained a buy rating on ASML and set a target price of €1,515.00. The analyst's positive rating may provide support for the stock price. Source: TipRanks On March 30, Nikon issued a loss warning for the fiscal year 2025, indicating a decline in its competitiveness in the lithography machine market, while ASML dominates the high-end market, potentially boosting investor confidence in ASML. Source: DoNews The semiconductor industry faces supply chain bottlenecks, and risks should be monitored. Applied Materials rose 0.38% in the night market. Based on recent key news: On March 31, Bank of America analysts raised their expectations for chip equipment spending, predicting it will reach $140 billion by 2026. This optimistic outlook drove the stock price of Applied Materials up. Source: Sina Finance On March 30, geopolitical tensions led to demand uncertainty, affecting the company's sales forecasts. Tensions in U.S.-China relations may cause delays in customer purchases and export licenses, impacting Applied Materials' sales. Source: MarketBeat On March 31, analysts believe the semiconductor equipment industry is in the early stages of long-term growth, expecting continued growth over the next three years. Despite market uncertainties, the long-term growth outlook supports Applied Materials. Source: MarketWatch The long-term growth outlook for the semiconductor equipment industry is strong. SolarEdge rose 1.06% in the night market. Based on recent key news: On March 31, the Hormuz crisis prompted a rethinking of energy security, driving increased demand for renewable energy. Due to rising fossil fuel prices, the economics of alternative energy have improved, and some grid operators may turn to coal to maintain power supply, which has also spurred discussions on increasing solar and wind energy, benefiting SolarEdge On March 31, as the midterm elections approached, market expectations for a shift in energy policy towards solar/wind/renewable energy increased, driving related stocks higher. Analysts pointed out that policy changes could bring leverage effects to companies like SolarEdge, further enhancing market interest in them. Demand for renewable energy has increased due to heightened policy expectations