NVDA
NVIDIA
-- 131.760 TSLA
Tesla
-- 396.360 RGTI
Rigetti Computing
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Advanced Micro Devices
-- 116.090 PLTR
Palantir
-- 65.910 The stock price of [moomoo] has risen by about 15% in the past week.
This week, semiconductor-related stocks rebounded. $NVIDIA (NVDA.US)$The stock price rose by approximately 15% in one week, $Broadcom (AVGO.US)$has surged by more than 20%. It is composed of semiconductor-related stocks. $VanEck Semiconductor ETF (SMH.US)$The stock closed at $236.91, up 10% in 5 days.
![The stock price of [moomoo] has risen by about 15% in the past week.](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240914/f3b087c0222d8118a2f100eecc4ea459.png/big?area=105&is_public=true)
Top U.S. semiconductor company.Nvidia's CEO Jensen Huangdiscussed the next generation artificial intelligence (AI) semiconductors 'Blackwell' at the Goldman Sachs Group's Technology Conference in San Francisco.The company outsources the physical production of hardware to external suppliers, and the suppliers are making maximum efforts to catch up with the demand. In the midst of an overly pessimistic market atmosphere, Jensen Huang's remarks have strengthened market confidence in AI chips and led to the recovery of semiconductor stock prices.pointed out. The companyoutsources the physical production of hardware to external suppliers, and suppliers are making maximum efforts to keep up with demand.said. In a market atmosphere overly pessimistic, Jensen Huang's statement strengthened market confidence in AI chips and led the recovery of semiconductor stock prices.
Vice President Harris mentioned during the ABC US President Debate on the 11th."Invest in US technology and win the development race for AI and quantum computers."It also affected the stock price of AI semiconductors.
Analyst Stacy Rasgon of Bernstein said on Thursday that Broadcom and Nvidia are his top picks in the semiconductor sector. The stock prices of both companies fell significantly after Q3 earnings fell short of the market's high expectations. However, this week's rebound indicates that investors have also 'calmed down' after excessive selling. Although Stacy Rasgon believes that investor enthusiasm may be 'paused', the demand for AI semiconductors is"Not significantly decreasing"the mood in the market seems to have turned optimistic.
According to the Semiconductor Industry Association (SIA), global semiconductor revenue in July 2024 reached $51.3 billion, an increase of 18.7% compared to the same month last year. This marks the ninth consecutive month of improved performance compared to the previous year.
Furthermore, the World Semiconductor Trade Statistics (WSTS) predicted a further expansion of the global semiconductor market, with a forecasted growth of +16.0% compared to the previous year. The strong global investment in AI continues to drive the demand for memory and certain logic products, leading to rapid expansion. The WSTS Japan Council predicts a further market expansion of +12.5% in 2025.
From a global perspective, the semiconductor industry in the first half of 2024 is recovering steadily. The demand for data centers and artificial intelligence is increasing, which is driving the development of the AI server and storage chip market. At the same time, there is also an increase in demand for consumer electronics products such as smartphones and computers, indicating growth in the integrated circuit industry. International authoritative organizations predict that the demand for AI semiconductors will grow by 20% to 30% in the future.Which stocks are the most anticipated? Which stocks still have the potential for significant growth?According to Wall Street's rating information, the following six stocks have the potential for more than 20% growth. Besides Nvidia and Broadcom,
Nvidia and Broadcom, $Taiwan Semiconductor (TSM.US)$ 、 $ASML Holding (ASML.US)$ 、 $Advanced Micro Devices (AMD.US)$ 、 $Qualcomm (QCOM.US)$It is also expected.
![The stock price of [moomoo] has risen by about 15% in the past week.](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240914/de5341f55617d91dc5a8e0b1e3d1ec55.png/big?area=105&is_public=true)
$ASML Holding (ASML.US)$ Over the past 15 years, ASML Holding has outperformed the market on an annual basis, with an average annual return of 22.48%. Currently, the market capitalization of ASML Holding is $313.81 billion. According to the average target stock price on Wall Street, the highest isThere is a potential upside of more than 47%.Analysts have very high expectations for this stock.
$Qualcomm (QCOM.US)$The stock price has risen 17.65% year-to-date. According to Wall Street's highest target price, there is stillThere is an expected upside of more than 35%.It is expected.
$Advanced Micro Devices (AMD.US)$Lisa Su, CEO of Goldman Sachs Group, announced at the technology conference that the company will accelerate its AI roadmap and release new AI chips every year. AMD expects its sales of MI300x to reach $4.5 billion in 2024, a significant increase from $0.1 billion last year. Jefferies analyst Brain Curtis predicts that this year's revenue will reach $5 billion. AMD's stock price has risen by 39.98% over the past year, with a record high still to be reached.There is over a 26% upside potential.It is expected.
$Taiwan Semiconductor (TSM.US)$It has shown a growth of over 60% since the beginning of the year. According to Wall Street's highest target price, it is stillThere is over a 26% upside potential.It is expected.
Source: Bloomberg, WSTS, Benzinga, Fisco
This article uses auto-translation in part.
moomoo news of individual stocks Alicia
This article uses auto-translation in part.
moomoo news of individual stocks Alicia
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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HONDA N-ONE : Which stock is the most anticipated? Everyone knows it without being told.
コレ君 HONDA N-ONE :![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
バケツ3杯 : After playing during the consecutive holidays and neglecting it, when I woke up this morning, I realized that I had accidentally bought TSM at the limit price of 170.24... I wonder if that's a good thing!?