TSMC Hits $1 Trillion Market Cap, Setting New Benchmark for Asian Companies
TSMC's Strong Momentum Could Extend Into 4Q -- Market Talk
TSMC Target Price Raised to NT$1,300.00 From NT$1,200.00 by Deutsche Bank >2330.TW
Technology stocks are experiencing another outbreak igniting bullish sentiment in the market, seizing intraday rotation opportunities remains crucial.
Track the entire lifecycle of the main sector.
The chip company's financial report season has kicked off, as "polarization" sweeps the industry: demand for ai chips explodes, while non-ai products are all declining.
Semiconductor equipment giants led the decline last week, underperforming the entire US chip sector; Gabelli expects this divergence to persist in the long term.
What signal? Goldman Sachs: 'Smart money' is pouring into technology stocks at the fastest pace in five months!
①Dubbed the "smart money," a global hedge fund aggressively bought US information technology stocks such as semiconductors and hardware at the fastest pace in five months by last Friday (the 18th). ②Goldman Sachs' institutional brokerage department indicated that portfolio managers have been net buyers of US information technology stocks for a third consecutive week.
