The Investment Guide for the 2024 USA Election is here! The best deployment time has come. Which US stocks are worth paying attention to?

Bank of America stated that the average monthly ROI of the S&P 500 index in the fourth year of a presidential cycle shows mediocre performance from January to May, a summer rebound from June to August, a fall before the election in September to October, and a post-election rebound in November and December.

Futu NewsJul 2 18:47

Nvidia Is Most-owned Chip Stock in Active Funds - but Another Is Moving up Fast

By Emily Bary Broadcom continues to see its ownership grow It's perhaps no surprise that the most-owned semiconductor stock among active fund managers is Nvidia Corp., according to data from BofA Eq

MarketWatchJul 2 22:48

Express News | Powell: Feels like AI will bring about significant changes.

BreakingsJul 2 22:25

Top asset management giants support the AI craze: Nvidia and other AI leaders will continue to drive the bull market.

Top asset management giants believe that ai still has a lot of driving force to push the stock market up; investors expect the US stock market to rise by as much as 9% in the second half of this year; ai is still a big theme, closely related to profits.

Zhitong FinanceJul 2 21:47

Semiconductors in Focus as Relative Weighting for Active Managers Dips Again: BofA

Seeking AlphaJul 2 21:17

Don't miss the understated winners under the AI boom! The US semiconductor equipment giants are gearing up for a new round of growth.

After experiencing the "golden age" of the PC era and the smartphone era, semiconductor equipment giants such as KLA Corp, ASML Holding, and Applied Materials may enter a new "golden age" in the global layout of AI from 2024 onwards.

Zhitong FinanceJul 2 16:32