Following the impressive earnings reports from Meta and Microsoft, confidence in AI has notably rebounded in the market. Both companies indicated slight increases in capital expenditures, effectively dampening the negative sentiments stemming from Supermicro's disappointing earnings. This positive news not only solidifies the morale of AI-related stocks but also powers a strong rebound in the heavy electric and green energy sectors, driving several stocks to hit their upper limits.

As the U.S. earnings week reaches its peak, Meta and Microsoft surpassed expectations with their latest reports, resulting in stable stock performances. The market is reassessing the long-term development potential of AI infrastructure and releasing strong expectations for the demand for electric power infrastructure and renewable energy. The heavy electric sector, including stocks such as Shih-Dian (士電), A-Ly (亞力), and others, quickly gained attention as investors flocked to them.

The green energy sector is also benefiting from this upbeat sentiment, with stocks like Cloud Leopard Energy and Fortune Energy rapidly hitting their upper limits as well. This wave of optimism ignited by tech giants has shifted market focus back onto structural themes involving grid upgrades and renewable energy expansions.