Changes in Global AI Trading: Is the "Marshmallow" Melting or Just a Summer Thunderstorm?

Over the past week, global AI technology stocks experienced a wave of concentrated selling. US AI cloud service provider CoreWeave dropped over 15% on October 14 local time. After Jensen Huang publicly voiced support on the 15th, CoreWeave rebounded by 5.94%, but then fell again by about 12% on the 16th. Meanwhile, the Philadelphia Semiconductor Index has undergone a significant correction recently, accumulating a decline of more than 15%. This adjustment has spread to the Asia-Pacific and European markets; even TSMC, with record profit performance, was unable to avoid a decline.