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As chip manufacturers like Nvidia fall, concerns about overvaluation of artificial intelligence (AI) are rising again, causing a sharp decline in Asian semiconductor stocks. However, market participants believe that the impact on local technology stocks is minimal.
Yi Feng (iFAST) research analyst Xu Kaisheng pointed out in an interview with Nanyang Business Daily that this is mainly because most of our technology stocks are not directly related to the AI theme.
"So, there is no impact on our technology stocks, or it is very small."
He added that in the first half of the year, the local performance of utilities, construction, and industrial stocks was relatively good.
Looking back, under the wave of AI, there has been strong global demand for new datacenters, which has boosted the aforementioned areas related to infrastructure.
Still observing local technology stocks.
He suggested that investors can currently choose to observe off-market, as local technology stocks are still relatively sluggish.
He stated that in the just-ended earnings season, companies like $INARI (0166.BMS)$ performed relatively poorly.
Despite the continuous inflow of foreign capital in the past two weeks, he expressed that this makes the technology stocks relatively unattractive compared to the index component stocks, and he expected that the trend in September will continue to be under pressure.
Areca Capital's CEO Huang Deming analyzed that in the second quarter, technology stocks, especially semiconductor-related stocks, generally lagged behind the broader market, blaming the delay in semiconductor recovery compared to expectations.
Orders have not recovered.
"The main reason for this is that the supply chain is a bit delayed, and customers...
Yi Feng (iFAST) research analyst Xu Kaisheng pointed out in an interview with Nanyang Business Daily that this is mainly because most of our technology stocks are not directly related to the AI theme.
"So, there is no impact on our technology stocks, or it is very small."
He added that in the first half of the year, the local performance of utilities, construction, and industrial stocks was relatively good.
Looking back, under the wave of AI, there has been strong global demand for new datacenters, which has boosted the aforementioned areas related to infrastructure.
Still observing local technology stocks.
He suggested that investors can currently choose to observe off-market, as local technology stocks are still relatively sluggish.
He stated that in the just-ended earnings season, companies like $INARI (0166.BMS)$ performed relatively poorly.
Despite the continuous inflow of foreign capital in the past two weeks, he expressed that this makes the technology stocks relatively unattractive compared to the index component stocks, and he expected that the trend in September will continue to be under pressure.
Areca Capital's CEO Huang Deming analyzed that in the second quarter, technology stocks, especially semiconductor-related stocks, generally lagged behind the broader market, blaming the delay in semiconductor recovery compared to expectations.
Orders have not recovered.
"The main reason for this is that the supply chain is a bit delayed, and customers...
Translated
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Some Moomooers shared Trading strategies might be too complex when they are only just starting out. It seems like they have either just tried out the moomoo platform due to event/friends or plain curiosity.
I recall my journey at the start as well. Was only wanting to do more than the peanuts 🥜 I was getting in my savings account. I can say my finacial literacy was almost 0. Those were the days when the shares I bought were IPOs because Aunties tell me good lobang, Sure...
I recall my journey at the start as well. Was only wanting to do more than the peanuts 🥜 I was getting in my savings account. I can say my finacial literacy was almost 0. Those were the days when the shares I bought were IPOs because Aunties tell me good lobang, Sure...
![Do you want to know more?](https://sgsnsimg.moomoo.com/sns_client_feed/101793897/20240813/e100585e58a1eb6c9c18092621483ede.gif?area=101&is_public=true)
![Do you want to know more?](https://sgsnsimg.moomoo.com/sns_client_feed/101793897/20240813/44e8c46a31559d5ea00c5412b89b533d.gif?area=101&is_public=true)
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$NVIDIA (NVDA.US)$ 80 here we go
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Hi, mooers!
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$Meta Platforms (META.US)$ is releasing its Q2 earnings on July 31 after the bell. Unlock insights with META Earnings Hub>>
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Since its Q1 earnings release, shares of $Meta Platforms (META.US)$ have seen an decrease of 8.03%. How will the market react to the upcoming results?...
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First and foremost, what is ETF? ![]()
An Exchange-Traded Fund (ETF) is a type of investment product that owns and manages an underlying basket of assets (equities, bonds, commodities, derivatives, etc.) and divides the ownership of those assets into individual shares. You can buy one share of an ETF and own many stocks, bonds and other investments.![]()
Typically, ETFs passively track a major market index such as the TSX Composite Index. A passive investme...
An Exchange-Traded Fund (ETF) is a type of investment product that owns and manages an underlying basket of assets (equities, bonds, commodities, derivatives, etc.) and divides the ownership of those assets into individual shares. You can buy one share of an ETF and own many stocks, bonds and other investments.
Typically, ETFs passively track a major market index such as the TSX Composite Index. A passive investme...
![ETF: Collect what's the best. Earn what's next!](https://ussnsimg.moomoo.com/sns_client_feed/77777022/20240718/1721293292823-df6f04e8a3.jpeg/thumb?area=103&is_public=true)
![ETF: Collect what's the best. Earn what's next!](https://ussnsimg.moomoo.com/sns_client_feed/77777022/20240718/1721293627346-8e79ad6eb3.jpeg/thumb?area=103&is_public=true)
![ETF: Collect what's the best. Earn what's next!](https://ussnsimg.moomoo.com/sns_client_feed/77777022/20240718/1721293802941-6b24c8ec22.png/thumb?area=103&is_public=true)
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Hi, mooers!
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Since its Q1 earnings release, shares of $Alphabet-A (GOOGL.US)$ have seen an increase of 11.77%.
How will the market react to the upcoming resul...
Join the Q2 Earnings Challenge and share 30,000 points! Tap to learn more!
$Alphabet-A (GOOGL.US)$ is releasing its Q2 earnings on July 23 after the bell. Unlock insights with GOOGL Earnings Hub>>
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Since its Q1 earnings release, shares of $Alphabet-A (GOOGL.US)$ have seen an increase of 11.77%.
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$NVIDIA (NVDA.US)$ is releasing its Q1 earnings on May 22, after the U.S. stock market close. How will the whole market react to the AI giant's results? Vote your answer to participate!
Rewards
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Rewards
● An equal share of 10,000 points:
For mooers who correctly guess the price range of $NVIDIA (NVDA.US)$'s opening price at 9:30 AM ET May 23 (e.g., If 50 mooers make a correct guess, they will get 200 points!)
(The vote will close ...
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![NVIDIA Q1 FY25 Earnings: Grab rewards by guessing the opening price!](https://ussnsimg.moomoo.com/sns_client_feed/77777008/20240520/1716192146949-fb6a505d27.png/thumb?area=100&is_public=true)
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