🟢 Semiconductor ETF (VVSM.DE) is trading 3.2% up today after September 3 U.S. technology rally

VVSM.DE is trading 3.2% up today, driven by the September 3 U.S. technology rally.

• The Nasdaq Composite gained 1.39% as Treasury yields retreated and broader risk appetite improved.
• Semiconductor sentiment is supported by persistent AI-infrastructure demand, including Broadcom’s reported $350 billion two-year accelerated-compute opportunity.
• The stronger September 4 jobs report and higher yields are limiting gains in rate-sensitive growth stocks.