TechFlow news, July 1, according to WEEX TradFi data, the recent performance of the US stock technology sector has diverged, with capital continuing to focus on Physical AI, robotics, and related supply chain directions with actual implementation expectations. Among them, AMD rose about 7.7% in 24H, Symbotic (SYM) rose over 6.6%, Texas Instruments (TXN) rose about 4.4%, NVIDIA (NVDA) rose about 2.6%, Tesla (TSLA) rose about 2.1%, and Analog Devices (ADI) rose about 1.4%. WEEX Labs believes that market capital is shifting from a single computing power narrative to core links of the Physical AI supply chain with implementation expectations; events such as Tesla Optimus production line upgrades and NVIDIA Physical AI Day continue to strengthen software-hardware collaboration expectations, increasing attention to related sectors.
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