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Is the tech stock bubble in US about to burst? Societe Generale warns that ultra-high valuations are a ticking time bomb.
① The US technology stocks have fallen sharply in the past two days. The chief strategist of BNP Paribas warned that this decline may not be temporary, but may be the beginning of a further downward trend in technology stocks. ② The current valuation of US technology stocks has inflated to 35% of the total market value of the S&P 500 index, the highest proportion of technology stocks in benchmark indices since the beginning of the 21st century.
Trump's astonishing comments sparked a plunge in technology stocks. A well-known investment bank on Wall Street shouted out to buy on the dips, calling it a "golden buying opportunity"!
According to Wedbush analyst Dan Ives, the sell-off of technology stocks is a 'golden buying opportunity' for investors.
Hedge funds ran away! Goldman Sachs: AI capital expenditure bubble burst, Seven giants selling off causing intense volatility.
Goldman Sachs traders have warned that the bubble risk in AI capital expenditures is evident, while extreme concentration in the US stock market is causing massive thematic rotation.
Express News | Chen Zhongyue, the chairman of China United Network Communications, said that the next generation of internet would be the intelligent interconnection of computing power, and there are still many technical challenges that need to be tackled jointly.
Express News | Chairman of China United Network Communications, Chen Zhongyue: focus on building a high-volume, high-performance, and high-asia vets computing internet of things, accelerating the deployment of 5G-A scale.
U.S. semiconductor stocks have evaporated over $500 billion! Wall Street is not scared off: the fundamentals are sound.
The volatility of semiconductor stocks in the US market may continue, but the fundamentals are still intact.