--- title: "Market Turmoil: Bullish Sentiment on Semiconductor Stocks Soars, Energy Prices Surge Due to Geopolitical Tensions" type: "News" locale: "en" url: "https://longbridge.com/en/news/284275892.md" description: "Amid market turbulence, bullish sentiment for semiconductor stocks has surged, despite facing selling pressure, with significant increases in call option trading volume for NVIDIA and Intel. At the same time, geopolitical tensions have led to soaring energy prices, with international oil prices reaching a two-week high due to a deadlock in US-Iran negotiations. The US dollar index has slightly weakened, reflecting market concerns over the US-Iran situation. US stocks have risen slightly, with tech earnings reports generating market expectations. AI startup Ineffable Intelligence has completed a $1.1 billion financing round, demonstrating strong investment enthusiasm for AI technology" datetime: "2026-04-27T22:20:04.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/284275892.md) - [en](https://longbridge.com/en/news/284275892.md) - [zh-HK](https://longbridge.com/zh-HK/news/284275892.md) --- # Market Turmoil: Bullish Sentiment on Semiconductor Stocks Soars, Energy Prices Surge Due to Geopolitical Tensions ### Market Turmoil: Bullish Sentiment for Semiconductor Stocks Soars, Energy Prices Surge Due to Geopolitical Factors Despite the selling pressure on semiconductor stocks, the options market shows strong bullish sentiment, with significant increases in call option trading volume for Nvidia (NVDA-US) and Intel (INTC-US), indicating that investors are optimistic about future stock prices. Notably, the call option trading volume for Nvidia is twice that of put options, and call option premiums account for over 80% of the total trading volume \[1\]. At the same time, U.S. Secretary of State Antony Blinken emphasized that Iran must not control the Strait of Hormuz, a region crucial for global oil and gas supplies. Ongoing geopolitical tensions may affect market sentiment and energy prices \[2\]. These factors collectively influence market dynamics, and investors need to closely monitor changes in the semiconductor and energy markets. The U.S. Dollar Index slightly weakened to 98.50, reflecting market concerns over the U.S.-Iran deadlock and the impending interest rate decisions from major global central banks \[3\]. As President Trump and the National Security team discuss Iran's proposal to lift sanctions, tensions between both sides continue to escalate, and nuclear negotiations have been postponed, indicating difficulties in diplomatic progress \[4\]. Market perceptions of central bank policies, particularly the Federal Reserve's potential decision to maintain interest rates, reflect increasing economic uncertainty, with future market directions influenced by both geopolitical and policy decisions. Against the backdrop of easing tensions in the Middle East, U.S. stocks rose slightly, with the S&P 500 index and the Nasdaq index reaching all-time highs, demonstrating market expectations for tech earnings and stable confidence in the Federal Reserve's interest rate policy \[5\]. Meanwhile, AI startup Ineffable Intelligence completed a $1.1 billion seed round financing, becoming the largest seed investment in Europe, highlighting the market's strong interest and investment enthusiasm for reinforcement learning technologies and reflecting the UK's innovative potential in the AI field \[6\] These dynamics not only strengthen the market position of technology stocks but also demonstrate the ongoing global capital pursuit of AI technology, which will further drive the development of related industries in the future. International oil prices surged to a two-week high due to the deadlock in US-Iran negotiations and supply disruptions in the Strait of Hormuz, with Brent crude oil futures reaching $108.23 per barrel and WTI at $96.37, highlighting the significant impact of geopolitical risks on market supply and demand \[7\]. Meanwhile, NATO is considering adjusting the frequency of its annual summit to reduce political friction and focus on long-term strategies, reflecting the tensions in transatlantic relations and the emphasis on the quality of future decision-making \[8\]. As uncertainties in the global supply chain intensify, market volatility is expected to persist, potentially further increasing inflationary pressures, and investors need to closely monitor the long-term impacts of these dynamics on the energy market. Against the backdrop of heightened tensions in the Middle East, Iran plans to implement a toll system in the Strait of Hormuz, a policy named the "Tehran Toll Station," which could reshape the global energy supply chain and spark disputes over control of international shipping routes \[9\]. At the same time, Pimco, as the world's largest bond fund, is injecting about $10 billion in liquidity into Abu Dhabi, Qatar, and Kuwait, indicating a trend of large asset management companies replacing traditional financial institutions in the current market \[10\]. These dynamics not only affect financial stability in the Middle East but may also have profound implications for structural changes in the global energy market, especially in the context of challenges facing the dollar system. Samsung Electronics faces strike risks that could disrupt semiconductor production, further impacting the global supply chain, particularly in the DRAM and NAND flash memory markets, which are expected to lose 3-4% and 2-3% of output, respectively \[11\]. Meanwhile, Bridgewater points out that the rise of artificial intelligence poses a survival threat to traditional software industries, with the market undergoing structural changes, leading to a decline of about 16.6% in the S&P 500 Software and Services Index \[12\]. These factors indicate that the technology industry is facing multiple challenges, and companies must quickly adapt to changes to maintain competitiveness, or they risk being eliminated by the market. 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