The chain reaction of the Fed's interest rate cut: small cap stocks are highly favored.

Many smaller AI sector stocks in the Asian market are relatively few, so their valuations are not expensive; coupled with the dovish turn of the Federal Reserve, which has pushed up the currencies of these Asian countries, some central banks have room to lower interest rates and implement loose policies to support economic growth.

wallstreetcnSep 14 20:28

Unfazed by the volatility! The chip index has risen for four consecutive days. Nvidia and Broadcom have rebounded strongly this week. Is the optimistic sentiment quietly returning?

In the face of such intense turbulence, several major chip giants still have bullish forecasts from Wall Street, with a potential increase of around 20%-40%. How should investors view the investment prospects of chip stocks?

Futu NewsSep 13 19:44

Is Intel facing an existential crisis, the fate of the semiconductor giant?

On one hand, the uproar of Wolfspeed falling from grace has not stopped. On the other hand, Intel's series of crises continue to spread, with declining performance, massive layoffs, product deficiencies, asset sales, and outsourcing spin-offs... Since the beginning of this year, Intel's stock price has fallen by nearly 60%, making it one of the worst-performing chip stocks.

半導體行業觀察Sep 6 14:42

European semiconductor industry calls for open trade: economic security should not be based on restrictive measures.

①The members of the European semiconductor industry association include asml holding, Infineon, and other well-known European industry manufacturers; ②The European Union once launched the first chip law in April 2023, but many first batch subsidy projects are already delayed or in doubt; ③The European industry association has called for the urgent introduction of a "Chip Law 2.0" support policy.

cls.cnSep 3 09:32

AMD and Nvidia surged 10%! The demand outlook has been confirmed by multiple parties, and the global chip industry chain has ushered in a 'booming day of surges'.

AMD and Samsung released strong financial reports, dispelling concerns about the AI investment cycle in the market and causing a collective surge in the industry chain. Chip stocks in China's A-share market also benefited from the overall market's enthusiasm, and semiconductor equipment manufacturers in Japan and the Netherlands also rose due to policy news.

cls.cnJul 31 22:01

Nvidia stands out, while AMD cools down: the stock market turmoil behind the hot demand for AI.

With the backdrop of Taiwan Semiconductor's latest financial report confirming the sustained growth of AI demand, Nvidia's stocks stand out in the semiconductor industry, while other semiconductor companies continue to be under pressure.

Golden10 DataJul 19 23:46