What kind of images do you have about the semiconductor sector today?
・Lasertech was stirred up by short selling funds and fell 25% from a high price
・NVidia lowered 10% from the high price and is making adjustments
・Many semiconductor brands are also flat or falling
From that situation,As expected, the ceiling would have been attached; semiconductors and AI are in a bubble, so there should be a big drop from hereI think there are many people who feel that way. Certainly, there is an aspect where stocks that are too strong are being sold in individual stocks.
butIf you look at the sector as a whole, the image is different。
2644 is a GX Japan semiconductor stock ETF, and 2243 is a GX SOX linked semiconductor ETFIt is.
In Japan at 2644, the GMMA turned positive, that is, it changed to an upward trend in the medium term, and it is still close to 2% until the high prices of 3/7 and 4/1. However, since my upper beard has been getting heavier since last weekend, it may drop slightly again around here due to the ceiling in front of me.
Still, don't you think it's strong?
2243 linked to SOX continues its upward trendThat's it.
What is the current market price“Semiconductors are weak, interest rates are high, and finance, banking, and insurance are strong”I think it's an image like that,that one...