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总结
晨星等媒体回顾2025年股市上涨动力：在通胀、利率路径不确定及地缘风险等多重担忧下，美股仍实现可观涨幅，人工智能带来的业绩与预期改善被认为是核心驱动之一。领涨力量主要来自科技与半导体产业链，存储相关公司如SanDisk、西部数据和美光等因AI服务器与数据中心扩张带动的存储需求上升、盈利前景改善而受到关注，并对主要指数贡献明显。
正文
These Stocks Drove the Market's Gains in 2025 Morningstar Stocks Overcame a Long List of Worries to Gain in 2025. A.I. Helped a Lot. The New York Times Wall Street Carries Big Expectations After Best Run Since 2009 Bloomberg.com Things Investors (Re)Learned in 2025 Fisher Investments Zacks Investment Ideas feature highlights: Sandisk, Western Digital and Micron Yahoo Finance
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