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This week's hot US stocks: "Interest rate trade" and "Trump trade" dominate the market! Strong gains in US regional bank stocks, while MSTR, a currency-holding stock, jumped more than 11% this week.
With the change in expectations for the Fed's interest rate cuts and the increasing probability of former US president and Republican candidate Trump winning the US election again, the trading logic of the market seems to have changed overnight: the US stock sectors have undergone violent rotation, technology stocks have sharply retreated, cyclicals and small-cap stocks have rebounded strongly.
Analysts Offer Insights on Technology Companies: Microsoft (MSFT), ASML Holding NV (GB:0QB8) and AAC Technologies Holdings (OtherAACAF)
Taiwan Semiconductor is close to reaching an EUV agreement with ASML, which is crucial for 1nm chip technology.
According to **** media, the Chairman of Taiwan Semiconductor visited ASML headquarters secretly in May this year to negotiate the purchase of the next-generation extreme ultraviolet (EUV) lithography equipment. The visit nearly finalized the procurement plan for the North American EUV lithography machine. The equipment is expected to be stationed at Taiwan Semiconductor's research and development center in the fall of this year, to support the development of the A10 technology. This technology belongs to the next-generation 1nm process, representing a major leap in semiconductor technology, and can produce smaller, more powerful, and more efficient chips.
Chip stock bearish turmoil! Under market fluctuations, what are the good deployment strategies?
Previously, US technology stocks were continuously hot with rising valuations, and therefore the upward trend became increasingly "fragile," with a greater reaction to bearish news.
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