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The US stock “Mag 7” has fallen, and 7 value stocks are on a reversal offensive!

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moomooニュース米国株 wrote a column · Jul 18 02:50
$S&P 500 Index (.SPX.US)$The closing price on the 17th was 1.39% lower than the previous day. Since the end of AprilSignificant decline for the first time in about two and a half monthsIt became. What led the decline $NVIDIA (NVDA.US)$It was semiconductor stocks, etc., and major high-tech stocks that were about to announce financial results.

Since the beginning of this year, “Magnificent 7” has been driving the rise in the US stock market. $Apple (AAPL.US)$ $Microsoft (MSFT.US)$ $Alphabet-A (GOOGL.US)$ $Amazon (AMZN.US)$ $NVIDIA (NVDA.US)$ $Tesla (TSLA.US)$ $Meta Platforms (META.US)$The 7 super-large stocks have become the focus of investors' attention.

The rise in tech stocks has stagnated, and some investorsStart shifting capital from tech stocks to value stocksIt's done, $iShares S&P 500 Value ETF (IVE.US)$with $Ishares Russell 1000 Value Etf (IWD.US)$After remaining flat for most of this year, they both rose by about 3% in one week last week.

Among them, the top 7 value stock stocks that have achieved an increase in the past 5 trading days are as follows.
The US stock “Mag 7” has fallen, and 7 value stocks are on a reversal offensive!
$UnitedHealth (UNH.US)$ButThe highest increase of 14.44% in 5 daysI showed it. $Caterpillar (CAT.US)$with $Home Depot (HD.US)$Each is 8.93%, up 8.05%Then, $Dow Inc (DOW.US)$ $The Travelers Companies (TRV.US)$ $IBM Corp (IBM.US)$ $Goldman Sachs (GS.US)$It also rose by more than 4%.

Led by Mr. Buffett $Berkshire Hathaway-A (BRK.A.US)$is also a representative of value stocks,It hit an all-time high and is over 20% throughout the yearProfits have been accumulated.

This time,Biden administration's semiconductor export restrictionsReports surrounding it,An interview with Mr. Trump gaining momentum for the presidential electionThe reason was that it was associated with turmoil in the semiconductor industry. Trump's stance on Taiwan defense is unclear, and there is a possibility that his remarks will be repeated in the future. There is a risk that the outlook for semiconductor stocks, which have driven the global stock market, will deteriorate.

In response to this, Blue Chip Daily Trend Report chief technology strategist Larry Tentarelli said that the recent rise in Van Eck Semiconductor ETFs by 13% in 1 monthSuggests the possibility that the AI boom has gone too farI said I was doing it. “In the short term, tech stocks and semiconductor stocks will fall once, and other sectors will enter a healthy rotation. So the bull market will continue,” he pointed out.

Source: Bloomberg, Moomoo, IG Academy
ー MooMoo News Evelyn
This article uses automatic translation for some of its parts
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only. Read more
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