Tech giants competition upgraded! The four major players in US stocks have reached new highs. What other investment opportunities are worth paying attention to?
On Wednesday, when CPI and FOMC appeared together, the “good news” of weak inflation seemed to overwhelm the “bad news” of hawkish bitmap.
Overnight, AI once again became the focus of the market, the top four companies by market capitalization in the US stock market — $Microsoft(MSFT.US$、 $Apple(AAPL.US$、 $NVIDIA(NVDA.US$、 $Alphabet-A(GOOGL.US$Together they hit record highs, which also pushed the S&P 500 index and NASDAQ to new highs.
In addition to the Big Four,Nvidia is also leading a number of chips to new heights. $PHLX Semiconductor Index(.SOX.US$It successfully reached the 5,500 mark, with an increase of 32% during the year, outperforming the three major indices.
Among the constituent stocks, $Taiwan Semiconductor(TSM.US$、 $Micron Technology(MU.US$、 $Qualcomm(QCOM.US$、 $Applied Materials(AMAT.US$、 $KLA Corp(KLAC.US$、 $ASML Holding(ASML.US$、 $Broadcom(AVGO.US$They all reached historic highs,Among them, TSMC successfully surpassed Berkshire in market capitalization and became the seventh-largest company by market capitalization in the US stock market.
What made the market happy was that Broadcom released earnings reports that exceeded expectations after the market, and at the same time followed in Nvidia's footstepsOfficial announcement of “1 split 10”(Effective July 15) After the news, the pre-market surged more than 13%, and the opening momentum will reach another record high.Referring to the trend after Nvidia's official announcement of the stock split, Broadcom is expected to continue to rise.
Judging from the current market sentiment, the enthusiasm for AI has not abated.So what other investment opportunities are worth investors' attention?
Nvidia's AI ecosystem
Nvidia's excess returns have set off a “gold rush” in the market. From other chip makers to other links in the AI industry chain, Wall Street has begun to seek out and lay out more AI concept stocks.
AI semiconductor value chain
The AI semiconductor value chain is mainly divided into internal servers and external servers, and there are many companies that are silently taking off.
AI PC
In addition, another new hot spot is AI PC. According to Damo's predictions,AI PCs will be the next key factor driving the growth of the PC market,The market penetration rate of AI PCs is expected to grow rapidly from 2% this year to 64% in 2028.
Here, we have sorted out some promising stocks for mooer to refer to.
Among them, although $Dell Technologies(DELL.US$The stock price continued to be sluggish after the results, but Daimo analysts still believe that Dell's stock price had already surged 39% in the previous month of May, reaching a record high, and its performance far exceeded the market. This sharp drop was also due to some investors' sense of a profit settlement. However, the bank believes that this retracement is closer to an opportunity to “reverse and pick up people,” and Dell still has room to rise.
Mooers,
How long do you think the AI craze will last?
Which stocks are likely to be in your pocket?
Welcome to leave your comments in the comment area~
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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