Tracking US Stock Hotspots in September: Tech Giants Lead the Rally, Southeast Asian Capital Increases Core Asset Allocation

On September 18, 2026, after experiencing volatility at the beginning of the month, the US stock market showed a strong rebound, with technology stocks leading the way and pushing major indices higher. As the third quarter draws to a close, market focus is gradually shifting to the corporate earnings season and the Federal Reserve's policy direction, while Southeast Asian capital continues to increase its allocation to US core assets, demonstrating firm confidence in the long-term value of US stocks.

Technology Stocks Lead the Rebound, AI Boom Continues

Today, the most watched aspect of the US stock market was undoubtedly the performance of the technology sector. The Nasdaq index rose 1.8%, leading the three major indices, with AI-related stocks showing particularly outstanding performance. NVIDIA (NVDA) stock increased by 3.2%, reaching a new all-time high, with its market capitalization breaking through the $2.5 trillion mark, making it one of the world's most valuable companies. This performance is mainly attributed to the strong growth in demand for its latest AI chips and market recognition of its leadership in the artificial intelligence field.

In addition to NVIDIA, tech giants like Microsoft (MSFT) and Google (GOOGL) also performed strongly, rising 2.5% and 2.8% respectively. These companies have recently made significant progress in the AI field, with Microsoft's Copilot Pro service gaining widespread recognition from enterprise customers, while Google's AI assistant has impressed the market with its capabilities in recent tests.

The Investment Logic Behind the Technology Sector

The strong performance of technology stocks is not accidental but the result of multiple factors working together.