summary
From the beginning of the yearSemiconductor stocks that were doing wellOn April 4Major adjustmentsI did it. The adjustments this time areThere has been no change in fundamentals surrounding the semiconductor industry,principallyIt is largely due to external factorsIt's conceivable.The recovery in semiconductor market conditions and the benefits of the generative AI boom are expected to continueBecause,When making adjustments, it's an opportunity to buy spectacularlyLet's be This timeList up candidate stocks to buyI did it.
Semiconductor stocks are strong
Of the major US stock indicesYear-to-date gain/fall rateIf you check (same as below until 4/4),The S&P 500 Index rose 8%Whereas I didThe Nasdaq 100 Index rose 6%I did it. At first glance, tech stocks seem to pale in comparison to the market as a whole. Meanwhile, the Philadelphia Semiconductor Stock Price Index, which consists of semiconductor stocks, which are one corner of tech stocks (SOX index) rose 14%I did it.What is the SOX index due to the AI boomIt rose by 65% in 2023,Stay strong in 2024It looks like it did.
What are the factors behind the decline on 4/4
On 4/4, the SOX index fell 3.0%. The S&P 500 Index and the Nasdaq 100 Index fell 1.2% and 1.6%, respectively.
4/4'sThe whereabouts...