Investors who are skeptical of AI performance expectations have been warning that there is a bubble in semiconductor stocks that have benefited from the AI boom, particularly star stocks that have expanded globally since 2023. Currently, the correction of global semiconductor stocks has come to a halt, and ahead of NVIDIA's important earnings announcement,The valuation of AI-related stocks has also returned to relatively reasonable levels.Therefore, the high-tech bulls,believe that most of the 'AI bubble' has been deflated by this adjustment.and are confident (meaning that with this decline, AI-related stocks that cannot generate profits despite taking advantage of the AI boom have been mostly eliminated). In the market, high-tech companies that can consistently profit during the AI boom are expected to enter a new 'upward trend'.Semi-conductor bulls expect to enter a new 'upward trend' while selecting.the 'time has come again to return to the field of artificial intelligence (AI)'. High-tech bulls believe.The time has come to return to the field of artificial intelligence (AI) again."Thinking about it.
AI熱冷める中、「YOLO」たち再び投資チャンスをつかむ！AI熱狂の再燃に賭ける
Global funds have already started to return to high-tech stocks, especially AI semiconductor stocks, and these stocks are showing clear signs of rebound. Among them, for datacenter...