The soaring US Treasury yield has impacted the stock market; how should this be addressed? The following events deserve close attention!

This wave of decline is closely related to the rise in U.S. Treasury yields. Since Federal Reserve Chairman Powell clearly shifted focus to inflation at the December meeting last year, the increase in Treasury yields has put pressure on the U.S. stock market.

Futu News13minutes ago

Major firm rating丨Goldman Sachs: Earnings forecasts for the Semiconductors Industry will turn positive in the second half of the year, with ratings of "Buy" for NVIDIA, Micron, and others.

On January 13, Gelonghui reported that Goldman Sachs pointed out that the Semiconductors and Semiconductor Equipment Industry provided numerous opportunities to generate excess returns last year. Companies that performed exceptionally well (especially those supporting AI Infrastructure, such as Credo Technology which rose 2.45 times, NVIDIA which rose 1.71 times, Broadcom which rose 1.08 times, Marvell Technology which rose 83%, and Arm which rose 64%) significantly outperformed stocks in areas like Microcontrollers (MCUs) and Power, such as Microchip Technology which fell 36% last year, and Qorvo which fell 38%.

Gelonghui Finance15:30 · Ratings

Major rating丨Mizuho: Downgraded AMD's Target Price to $160, maintaining an "Outperform" rating.

On January 13, Gelonghui reported that Mizuho has lowered the Target Price for AMD from $180 to $160, while maintaining a "outperform" rating. Mizuho indicated that NVIDIA's expansion of its latest chip production could limit AMD's ability to secure advanced packaging capacity, which is a key bottleneck in the AI chip supply chain. (Gelonghui)

Gelonghui Finance14:58 · Ratings

Goldman Sachs has upgraded NXP Semiconductors (NXPI.US) to "Buy" and downgraded AMD (AMD.US) to "Neutral."

Goldman Sachs published a report indicating that the Semiconductors and Semiconductor Equipment Industry provided numerous opportunities to generate excess returns last year. Companies that performed exceptionally well (especially those aiding AI Infrastructure, such as Credo Technology (CRDO.US) which grew 2.45 times, NVIDIA (NVDA.US) rising 1.71 times, Broadcom (AVGO.US) increasing 1.08 times, Marvell Technology (MRVL.US) rising by 83%, and Arm (ARM.US) up by 64%), had ROI that significantly exceeded Microcontrollers.

AASTOCKS13:55

TD Cowen Maintains Advanced Micro Devices(AMD.US) With Buy Rating, Cuts Target Price to $150

Futu News12:31 · Ratings

As US bond yields surge, the correct approach may be to increase the shareholding in US bond ETFs?

On Friday, the 10-year U.S. Treasury yield, known as the "anchor of Global Asset pricing," surged to 4.79%, the highest level since October 2023.

Zhitong Finance11:41