Semiconductor & Hardware:
For me the answer would be: semiconductor and hardware. I think the industry has basically passed the bottom of the valley. The short-term focus is AI, Storage chips, and PC semiconductors. However, in the short term, if the stock prices of the sector are to further rise, there needs to be more unexpected performance realization.
We can also take a look at the supply and demand structure: (which is according the what I learned from the news report) , From the guidance of major semiconductor companies, after the previous continuous digestion, the inventory reduction in the major areas has basically come to an end. In the consumer electronics field, although smartphones' short-term recovery is weak, many manufacturers gave also given guidance on the gradual reduction of inventory in the next two quarters. PCs and tablets are expected to return to normal inventory levels in 2Q. In the server field, although overall demand was weak in the first half of the year, with the recovery of cloud vendors and inventory reduction, the second half of the year is expected to be significantly better than the first half.
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