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 News18:47

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

Seeking Alpha19minutes ago

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 Finance16:32

Q1 Earnings Highs And Lows: Applied Materials (NASDAQ:AMAT) Vs The Rest Of The Semiconductor Manufacturing Stocks

Barchart15:41

US stock market closed | Nasdaq hit another record high! Tesla rose more than 6%, while Nvidia fell more than 3.5% before bouncing back.

After rising by 1.6%, the China concept index saw its gains halved, with NIO Inc and Li Auto Inc rising by about 6.7%, and Xpeng rising by over 5%.

wallstreetcn06:59

US Semis Sector Rides Rising Tide of AI to Reach Record Valuations: Bernstein

Seeking AlphaJul 1 22:48