Technology stocks are the biggest winners in the first half of the year, how does the US stock market view the future?

In the first half of 2024, the US stock market continued to rise, with the Dow Jones Industrial Average up 3.93% and the S&P 500 index far exceeding historical average gains. The Nasdaq index has repeatedly hit new highs and is still leading the US stock market.

港股解碼19:40

Global markets are betting on the Fed's interest rate cut, and stock markets in many places have risen across the board!

The global market's expectation of a rate cut by the US Federal Reserve is heating up, with stock markets throughout Asia rising across the board. Japan's stock market has reached a historic high, with the TOPIX index reaching its highest point since December 1989. At the same time, stock markets in South Korea, Taiwan, Australia, India and others are also showing positive performance.

券商中國17:53

Taiwan Semiconductor's stock price broke through NT$1,000 for the first time on the Taiwan Stock Exchange, and a legal briefing will be held on the 18th of this month.

Taiwan Semiconductor (TSM.US) reached a new high in the Taiwan stock market today (4th), breaking the NT$1,000 mark for the first time. The highest reached NT$1,005 and the latest reported is NT$1,000, a 2.2% increase, with a market cap of NT$26 trillion. According to Taiwan media United Daily News, analysts pointed out that after TSMC became a thousand-dollar stock, the price change went from 1 yuan to 5 yuan, and as TSMC accounts for about 31% of the weighting of Taiwan stock market, a 5 yuan change in its stock price affects the index of Taiwan stock market by 37.5 points, and also has an increased psychological impact on the large-cap and indices. TSMC's chairman, Wei Che-Chia, took office on **** and has just completed a full month. The stock price has risen since the closing price of NT$839 on that day to today.

AASTOCKS12:24

Taiwan Semiconductor first hit a new high of NT$ 1,000 and the market cap exceeded 26 trillion, and there are rumors of a price increase for 3 nanometer technology.

On July 4th, TSMC, the leading wafer foundry, surged past the NT$ 1000 mark, with a peak of NT$ 1005, and a market cap of over NT$ 26 trillion, reaching a historical high. The stock has risen more than 70% year-to-date. In terms of news, there are rumors in the market that TSMC's most advanced 3nm process is brewing a 5% increase in price by 2025. As for the 5nm process, it is also expected to raise quotes in response to higher production costs. Analysts pointed out that the news that TSMC has been rumored to have raised the price of its advanced 3nm process at least three times in the past month indicates that various industries are paying close attention to TSMC's 3nm process.

Gelonghui Finance11:42

Kaiyuan Macro: AI will drive the US stock market up another 27%, but we need to beware of complacency leading to sorrow!

Kaitu Macro's chief economist pointed out that AI is a bubble that is doomed to burst, but it will continue to expand until then.

Golden10 Data11:42

Top 20 trading volume | Tesla rose more than 6% to a six-month high, with its stock price up for seven consecutive days; Nvidia closed up nearly 5%, with a large number of new AI GPUs to be delivered in Q3.

Tesla, the top traded stock in U.S. on Wednesday, rose by 6.54% with a trading volume of $40.351 billion. NVIDIA, the second most traded stock, rose by 4.57%, with a volume of $27.019 billion, while Apple, the third most traded stock, rose by 0.58% with a volume of $8.246 billion.

環球市場播報07:09