The chip company's financial report season has kicked off, as "polarization" sweeps the industry: demand for ai chips explodes, while non-ai products are all declining.
Semiconductor equipment giants led the decline last week, underperforming the entire US chip sector; Gabelli expects this divergence to persist in the long term.
Minsheng Securities: A Guide to the 'Trump Trade' Analysis Framework.
What else do you need pricing for?
BofA Securities Maintains KLA Corp(KLAC.US) With Buy Rating
Buy ahead of time in 2016? Benefiting from the 'Trump trade,' assets are outpacing the market, but this time 'it's somewhat different.'
Republican presidential candidate Trump's polls are reversing, and the 'winning odds' are gradually increasing. A Merrill Lynch strategist pointed out that investors seem to be rushing to allocate to symbols that performed well after Trump's victory in 2016. What inspiration does this have for investment?
This week, the US stock market is bullish | Continuous bullish news during earnings season! Taiwan Semiconductor's market cap exceeds one trillion, Blackstone and Morgan Stanley hit new highs together; Bitcoin gathers strength to surge! Exchange giant Coi
This week, the Dow Jones Industrial Average rose by 0.88% to 43,239.05 points; during the same period, the s&p 500 index rose by 0.45% to 5,841.47 points; the nasdaq index rose by 0.17% to 18,373.61 points during the same period.
"Trump Trade" is restarting, what are the differences?
The new change of the "Trump trade" is that US technology stocks are more resilient, energy stocks are weaker, US bond yields are falling instead of rising, and gold is performing stronger. Ping An Securities believes that the current situation is still in a stalemate, and it is uncertain how far the "Trump trade" can go.