AI semiconductor stocks crashedI'm being hit by.Report on the tightening of semiconductor regulations against China by the US governmentYaTrump's remarks about Taiwan are on saleconnected. On July 17, when the two news overlapped, NVIDIA shares fell 6.6%, and TSMC fell 8.0%. ASML, which revealed a rapid increase in order balances due to the AI boom in financial results announcements on the same day, also fell 12.7%. This is because the company was picked up in reports of tightening export restrictions to China.
Looking back,The pattern of “export restrictions to China” vs. “AI boom” continues when it comes to semiconductor stocks. The sharp drop on July 17thCurrently, it shows that concerns about the former have won over benefit expectations from the latter. What is this movementIs it short-term, or does it indicate the end of the AI boom。Examine future prospects based on past experiences and recent performance trendsI'll do it. Benefits apply when either momentum of the two winsPick up “Top 3 Shelf Bottoms” and “3 Hot Buys”I did it.
“Export restrictions to China” versus “AI boom” surrounding semiconductor stocks
●Short-term: “export restrictions to China” > “AI boom”?
Bloomberg announced on 7/17 that the US government...