--- title: "Opening: U.S. stocks opened higher on Wednesday, with NVIDIA and Oracle leading the gains" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/276902803.md" description: "U.S. stocks opened higher on Wednesday, with NVIDIA and Oracle shares rising, and major indices continuing their upward trend. The market is focused on upcoming earnings reports, including those from NVIDIA, Salesforce, and Snowflake. NVIDIA needs to exceed expectations to boost its stock price, as there are doubts about the sustainability of AI spending. Oracle's stock rose over 2%, and the software sector continued its rebound. Overall, market confidence in the coming days will depend on NVIDIA's performance" datetime: "2026-02-25T14:31:32.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/276902803.md) - [en](https://longbridge.com/en/news/276902803.md) - [zh-HK](https://longbridge.com/zh-HK/news/276902803.md) --- > 支持的語言: [简体中文](https://longbridge.com/zh-CN/news/276902803.md) | [English](https://longbridge.com/en/news/276902803.md) # Opening: U.S. stocks opened higher on Wednesday, with NVIDIA and Oracle leading the gains On the evening of February 25th, Beijing time, U.S. stocks opened higher on Wednesday. Supported by the rise in stock prices of NVIDIA and Oracle, the major indices continued the upward trend from the previous trading day. The market is focused on the upcoming earnings reports from NVIDIA, ServiceNow, and Snowflake. NVIDIA, ServiceNow, and Snowflake are set to announce their earnings after the market closes on Wednesday. Currently, investors are reassessing the high valuations of tech stocks and expressing concerns over the substantial AI capital expenditures of large-scale enterprises. NVIDIA's recent performance has lagged behind that of its peers in the chip industry, a trend that aligns with the NASDAQ 100 index's failure to reach new highs since the end of October last year, as well as the rotation of funds out of tech stocks. To revive its stock performance, NVIDIA needs to at least exceed its previous outlook and set new targets that are higher than Wall Street's current estimates. Although the company has repeatedly achieved this, market concerns about the sustainability of the AI spending wave are growing. Ulrike Hoffmann-Burchardi, Chief Investment Officer of Global Equities at UBS, stated in a report: "Whether market confidence can be sustained in the coming days partly depends on NVIDIA's performance. With large-scale enterprises recently announcing further increases in capital expenditures, the market expects this chip manufacturer to provide better-than-expected revenue guidance and strong sales growth." Another AI concept stock, Oracle, rose over 2%, continuing the rebound of software stocks. Oppenheimer upgraded its rating, believing that the risk-reward ratio for the stock is "favorable" after a recent pullback. The software sector continued its gains from the previous day, with the iShares Expanded Tech Software Sector ETF (IGV) rising about 2%. The fund saw a slight increase before the market opened on Wednesday. Stocks like Palantir Technologies and Microsoft rose. However, Workday fell 9% due to a weak revenue forecast. On Tuesday, major indices generally rose as market concerns about AI disrupting multiple industries eased. Meta Platforms announced a multi-year partnership with AMD, which helped drive the market higher. Anthropic launched connectors and plugins for its knowledge worker tool Claude Cowork, allowing businesses to connect this AI tool with existing applications like Google Drive, leading to a rebound in software and cybersecurity stocks. In previous weeks, Claude Cowork had caused turbulence in the software sector, with investors worried that the tool could disrupt the business of existing software vendors. Additionally, investors are closely monitoring the tense situation between the U.S. and Iran this week. Last weekend, President Trump threatened to raise global tariffs to 15%, but on Tuesday ultimately imposed a 10% tariff on global imports U.S. Trade Representative Katherine Tai said on Tuesday that Trump will sign a supplemental order to raise tariff levels to 15% where applicable. She stated, "We hope it will be 10%, while also exploring how to implement the 15% proposed by the president, as we want to maintain consistency." Trump spoke extensively about the economic situation in his State of the Union address on Tuesday evening, also proposing government-supported retirement accounts for workers and once again calling for a ban on large institutional investors purchasing single-family homes ### 相關股票 - [iShares Future AI & Tech ETF (ARTY.US)](https://longbridge.com/zh-HK/quote/ARTY.US.md) - [Snowflake (SNOW.US)](https://longbridge.com/zh-HK/quote/SNOW.US.md) - [First Trust Cloud Computing (SKYY.US)](https://longbridge.com/zh-HK/quote/SKYY.US.md) - [iShares Semiconductor ETF (SOXX.US)](https://longbridge.com/zh-HK/quote/SOXX.US.md) - [Defiance Daily Target 2X Long ORCL ETF (ORCX.US)](https://longbridge.com/zh-HK/quote/ORCX.US.md) - [iShares Expanded Tech Software Sector ETF (IGV.US)](https://longbridge.com/zh-HK/quote/IGV.US.md) - [SPDR S&P Semicon (XSD.US)](https://longbridge.com/zh-HK/quote/XSD.US.md) - [SPDR S&P Software (XSW.US)](https://longbridge.com/zh-HK/quote/XSW.US.md) - [VanEck Semiconductor ETF (SMH.US)](https://longbridge.com/zh-HK/quote/SMH.US.md) - [YieldMax SNOW Option Income Strategy ETF (SNOY.US)](https://longbridge.com/zh-HK/quote/SNOY.US.md) - [Oracle (ORCL.US)](https://longbridge.com/zh-HK/quote/ORCL.US.md) - [GraniteShares 2x Long NVDA Daily ETF (NVDL.US)](https://longbridge.com/zh-HK/quote/NVDL.US.md) - [T-Rex 2X Long NVIDIA Daily Target ETF (NVDX.US)](https://longbridge.com/zh-HK/quote/NVDX.US.md) - [NVIDIA (NVDA.US)](https://longbridge.com/zh-HK/quote/NVDA.US.md) - [Direxion Semicon Bull 3X (SOXL.US)](https://longbridge.com/zh-HK/quote/SOXL.US.md) - [YieldMax NVDA Option Income Strategy ETF (NVDY.US)](https://longbridge.com/zh-HK/quote/NVDY.US.md) - [Spdr Select Tech (XLK.US)](https://longbridge.com/zh-HK/quote/XLK.US.md) - [Direxion Daily NVDA Bull 2X Shares (NVDU.US)](https://longbridge.com/zh-HK/quote/NVDU.US.md) - [T-Rex 2X Long SNOW Daily Target ETF (SNOU.US)](https://longbridge.com/zh-HK/quote/SNOU.US.md) - [Global X Cloud Computing ETF (CLOU.US)](https://longbridge.com/zh-HK/quote/CLOU.US.md) - [Invesco Semiconductors ETF (PSI.US)](https://longbridge.com/zh-HK/quote/PSI.US.md) ## 相關資訊與研究 - [LPU: Nvidia popularizes a new AI acronym](https://longbridge.com/zh-HK/news/279662346.md) - [L'Oreal and NVIDIA to expand their collaboration on using AI](https://longbridge.com/zh-HK/news/279470980.md) - [Nvidia Still Top AI Pick With Massive Upside Ahead: Analyst](https://longbridge.com/zh-HK/news/279764436.md) - [Nvidia's Huang pitches AI tokens on top of salary as agents reshape how humans work](https://longbridge.com/zh-HK/news/279906184.md) - [JFrog Unveils Universal MCP Registry, Delivering a Secure System of Record for the AI-Driven Software Supply Chain | FROG Stock News](https://longbridge.com/zh-HK/news/279609124.md)