Is a big market correction the target? Wall Street's carefully selected 'big comeback target' is semiconductor stocks.

世界的な資金はすでにハイテク株、特にAI半導体株に戻り始めており、これらの株は明らかな反発の兆しを見せている。 中でもデータセンター向けAIチップを独占する $NVIDIA (NVDA.US)$株は、8月の安値から17%以上も急反発.

実際、ここ数週間の暴落は、多くの押し目狙いの投資家を集めている。ヘッジファンドから個人投資家に至るまで、多くの業界関係者は依然として人工知能（AI）の長期的な発展に期待しており、I am trying to build a position before NVIDIA's earnings announcement on August 28th.Especially,The "YOLO" investors, aggressive investors who have the investment philosophy of "You Only Live Once," have recently been buying popular semiconductor stocks that will benefit from AI after 2023. The "YOLO" investors seem to be betting that this correction will be a "once-in-a-lifetime opportunity" to buy AI-based semiconductor stocks like NVIDIA at a low price.Spear Invest's founder and chief investment officer, Ivanana Delevska, stated that now that the technical selling pressure has subsided, the focus is once again on fundamentals.become a "once-in-a-lifetime opportunity" to buy AI-based semiconductor stocks like NVIDIA at a low price.It seems that the "YOLO" investors are betting on that.

Also, $CBOE Volatility S&P 500 Index (.VIX.US)$Based on the correlation between VIX and the option-adjusted spread of the Bloomberg US corporate bond index, when VIX approached 39 last week, the corporate bond spread (the yield difference between corporate bonds and risk-free bonds, usually US Treasuries) should have been 3.5%. However, the spread fell well below expectations and remained at 1.32%. Bloomberg's strategists suggest that this difference is a recent technical market downturn and does not indicate an economic collapse. In fact, in the past, such divergences have often resulted in above-average returns in the stock market over the next 3-6 months.This difference is due to recent market decline being technical in nature, suggesting it does not signify an economic collapse.It is suggested that this difference is a recent technical market downturn and does not indicate an economic collapse.In fact, such divergences often result in above-average returns in the stock market over the next 3-6 months.Is this abnormal divergence between VIX and corporate bond spreads continuing to rebound?

City has faced recent selling pressure. $Micron Technology (MU.US)$and other companiesThe time has come to strengthen investment.and pointed out,Micron is our top pickwe expect consolidation in the DRAM market and continuing tight supply. We also recommend buying AMD, Broadcom, KLA Corporation, etc. $Analog Devices (ADI.US)$、 $Microchip Technology (MCHP.US)$We also rate stocks such as AMD, Broadcom, KLA Corporation as 'buy'.

Bank of America has listed the top picks in the semiconductor sectorTop Picksand could become a short-term safe haven. $NVIDIA (NVDA.US)$、 $Broadcom (AVGO.US)$、 $KLA Corp (KLAC.US)$and the reason for it in each subsector being the most profitable supplierthe most profitable supplierLarge chip manufacturers with a high proportion of data center businesses, such as NVIDIA and Broadcom, are in a more advantageous position because major cloud computing companies like Microsoft and Amazon are expected to continue expanding their infrastructure spending.

In addition, BofA analysts point out that companies like Micron Technology and KLA Corporation, which are partners of NVIDIA, have the ability to rapidly expand their revenue to meet unexpected increases in demand, and are particularly well positioned to benefit. $Arm Holdings (ARM.US)$However, if the demand is weaker than expected, semiconductor stocks such as Broadcom and Intel are highlighted based on past performance. $ON Semiconductor (ON.US)$However, if the demand is weaker than expected, semiconductor stocks such as Broadcom and Intel are highlighted based on past performance. However, if the demand is weaker than expected, semiconductor stocks such as Broadcom and Intel are highlighted based on past performance. However, if the demand is weaker than expected, semiconductor stocks such as Broadcom and Intel are highlighted based on past performance. $Synopsys (SNPS.US)$、 $Cadence Design Systems (CDNS.US)$However, if the demand is weaker than expected, semiconductor stocks such as Broadcom and Intel are highlighted based on past performance.

Piper Sandlerは、伝統的なサーバー市場での急速なシェア拡大を理由に、 $Advanced Micro Devices (AMD.US)$を「Top Picks」として位置づけている。アナリストのHarsh Kumarは、AMDに「強気」評価を与え、目標株価を175ドルに設定し、今年下半期に最も強気の大型半導体株に挙げている。

Kumarは、AMDのPCと伝統的なサーバー分野の成長見通しには強気だが、人工知能は今やAMDのストーリーの中心にあると指摘した。Kumarのレポートによると、AMDは既に100社以上の人工知能プロセッサの顧客を抱えており、その大半が2024年後半に採用を拡大する見込みだという。また、AMDの主力チップであるMI300が好調で、売上高は4 billionドルを超える見込みである。

Morgan S's stock price has become more attractive recently. $Taiwan Semiconductor (TSM.US)$Morgan Stanley has selected TSMC as their "top pick".Top PicksMorgan Stanley analyst Charlie Chan and others said, "We feel the strength of the quality and defensiveness of TSMC shares in the long down cycle of semiconductors."