---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000863336.md"
description: "AI infrastructure and semiconductor-related names such as SK Hynix, Micron and Lumentum continued to outperform, showing that investor demand for AI exposure remains strong despite concerns over higher capex and valuations.Alibaba's results also highlighted this trend cloud and AI revenue surged, but profitability came under pressure as investment spending accelerated.With Treasury yields rising again and Jackson Hole approaching, volatility could remain elevated in the near term"
datetime: "2026-08-21T04:40:20.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000863336.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000863336.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000863336.md)
author: "[Victor y](https://longbridge.com/en/profiles/22453176.md)"
generator: "portal-rs"
---

# AI infrastructure and semiconductor-related names …


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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**