Bank of America report: Active funds cool on semiconductor stocks, while Nvidia remains popular.

The relative weight of the semiconductor industry has continued to decline from 1.16 times the level in June 2023 to 0.99 times.

Zhitong Finance16minutes ago

Semiconductors in Focus as Relative Weighting for Active Managers Dips Again: BofA

The semiconductor industry was in the spotlight on Tuesday as Bank of America noted that recent data showed relative weighting for the industry continued to decline amongst active managers, despite the strong performance for the sector year-to-date.

Seeking AlphaJul 2 21:17

US Semis Sector Rides Rising Tide of AI to Reach Record Valuations: Bernstein

Seeking AlphaJul 1 22:48

Skyworks Solutions (NASDAQ:SWKS) Has A Pretty Healthy Balance Sheet

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the permanent loss of capital.' When we think about how risky a company is, we always like

Simply Wall StJul 1 20:07

Express News | Omdia: Q1 global semiconductor market scale slightly decreased to 151.5 billion US dollars.

BreakingsJun 24 15:06

US stock market early trading | The three major indexes have mixed gains and losses, semiconductor stocks have declined, and Nvidia has fallen more than 4%.

Most popular China concept stocks declined, with XKE surpassing 4% decrease, Netease falling over 2%, JD.com and PDD Holdings both dropping nearly 2%, and Bilibili rising against the trend with over 3% increase.

新浪美股Jun 21 21:54