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Due to artificial intelligence (AI) fervor, $PHLX Semiconductor Index(.SOX.US$has risen 38% this year, significantly exceeding the S&P 500. According to Bank of America, it is traded at a level 4 to 5 times higher than the S&P 500 index. Still, are there still investment opportunities in semiconductor stocks?
Has the semiconductor bull market just begun? Possibility of continuing until mid-2026
According to Bank of America,The bull market for semiconductors is not over yet, due to the momentum of artificial intelligencePossibility of continuing until mid-2026It is said that there is. BofA pointed out that semiconductor stocks may fall in the short term due to factors such as the US presidential election and monetary policy, but they will remain bullish in the long run. because,The semiconductor industry tends to show a 10-quarter rise after a downcycle、That pattern is just beginning。
“The current upward cycle began in the latter half of 2023 and has just entered the third quarter, which suggests the possibility that the bull market will continue until mid-2026. However, the semiconductor stock cycle changed...
According to Bank of America,The bull market for semiconductors is not over yet, due to the momentum of artificial intelligencePossibility of continuing until mid-2026It is said that there is. BofA pointed out that semiconductor stocks may fall in the short term due to factors such as the US presidential election and monetary policy, but they will remain bullish in the long run. because,The semiconductor industry tends to show a 10-quarter rise after a downcycle、That pattern is just beginning。
“The current upward cycle began in the latter half of 2023 and has just entered the third quarter, which suggests the possibility that the bull market will continue until mid-2026. However, the semiconductor stock cycle changed...
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![Has the semiconductor market just begun? Carefully selected by Wall Street! Which stocks still have a lot of room to rise?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240709/0613255291d2fc4e75c9535ccf9dfdf7.png/thumb?area=105&is_public=true)
![Has the semiconductor market just begun? Carefully selected by Wall Street! Which stocks still have a lot of room to rise?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240709/e95e95b6c89cecef1e8430273f3108c0.png/thumb?area=105&is_public=true)
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On June 7 $S&P 500 Index(.SPX.US$ A rebalance has been carried out, $Palantir(PLTR.US$It is eligible for inclusion for the 3rd time. Since AI is attracting attention and Palantia's performance remains strong, there is a very high possibility that it will be adopted by S&P, and there is a possibility that PLTR will make a breakthrough like Tesla.
First, let's explain why Palantia is a candidate for inclusion. In order to be included in the S&P 500 Index, it is necessary to meet several strict standards relating to market capitalization, liquidity, financial soundness, and corporate governance. In order for Palantia Technologies (PLTR) to be considered a strong candidate for the S&P 500 component, these key conditions must be met:
1.Market capitalization: Market capitalization: There must be a total market capitalization of at least 14.6 billion dollars (as of 2023). Palantia's total market value has been above this standard for a while.
2.Liquidity: Businesses need to have sufficient liquidity and high transaction volume. Palantia shares are actively traded, and investors...
First, let's explain why Palantia is a candidate for inclusion. In order to be included in the S&P 500 Index, it is necessary to meet several strict standards relating to market capitalization, liquidity, financial soundness, and corporate governance. In order for Palantia Technologies (PLTR) to be considered a strong candidate for the S&P 500 component, these key conditions must be met:
1.Market capitalization: Market capitalization: There must be a total market capitalization of at least 14.6 billion dollars (as of 2023). Palantia's total market value has been above this standard for a while.
2.Liquidity: Businesses need to have sufficient liquidity and high transaction volume. Palantia shares are actively traded, and investors...
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