$NVIDIA (NVDA.US)$ The selection of potential stocks needs to be based on industry trends, company fundamentals, market sentiment, and other factors. Here are some potential directions and stock recommendations (please adjust investment decisions dynamically according to market changes):
Artificial Intelligence and Semiconductors
NVIDIA (NVIDIA): Despite the recent stock price decline, its leading position in AI chip technology and market share are still outstanding, especially in the datacenter business.
AMD (Super-Power): Gradually expanding into the AI market, with the promotion of new products such as MI300, it may receive more orders in the future.
ASML (ASML Holding): The monopoly supplier of high-end lithography machines, benefiting from the global upgrade of chip manufacturing.
2. New Energy and Electric Vehicles
Tesla: A leader in the electric vehicle industry, bullish on its long-term technological innovation and market share.
Contemporary Amperex Technology (CATL): A global leading battery manufacturer, benefiting from the popularization of electric vehicles and the growth of energy storage demand.
BYD: A comprehensive new energy vehicle manufacturer, with great potential for overseas market expansion.
3. Wind Power
LONGi Green Energy Technology: The global photovoltaic industry leader, benefiting in the long term from global carbon neutrality goals.
First Solar: A leading photovoltaic company in the United States, benefiting from support of USA's new energy policies.
Orsted: A leading company in the offshore wind power sector, benefiting from Europe's green energy plan.
4. Biotechnology and Medical
Moderna: Focuses on mRNA technology, not only excelling in the vaccine field, but also showing potential in areas like cancer treatment.
BGI Genomics: A leader in the genetic testing industry, benefiting from the development of precision medical care.
Allergan: Focuses on medical aesthetics and biopharmaceuticals, with stable growth in market demand.
5. Consumer and Internet Plus-Related
Amazon: Continuous growth in e-commerce and cloud computing business.
Alibaba: Expected recovery in e-commerce business, with increased focus on cloud computing.
Apple: Long-term innovation and stable user ecosystem.
注意事项:
Industry Selection: Priority focus on policy support and high-growth industries.
Company Fundamentals: Focus on financial health, innovation capabilities, and market share.
Risk Control: Set stop-loss points, diversify investments, and avoid over-concentration.
Specific stocks and timing should be adjusted based on market dynamics. Please conduct detailed research or consult with professionals before investing.