Hong Hao, chief economist of Sira Group, stated that when comparing the trends of the USA S&P 500 and the USA semiconductor cycle, it is obvious that the two are beginning to diverge, and semiconductors seem to be peaking. The stock price of Broadcom, a semiconductor company in the US stock market, surged a few days ago, with a Market Cap increase of 320 billion USD in two days, equivalent to a change of two trillion RMB, which is like adding an Industrial And Commercial Bank Of China in just two days.
洪灏：美国半导体明显在泡沫化，泡沫破灭未来3-6个月见分晓
Hong Hao: The USA semiconductors are clearly in a bubble, and the bubble will burst in the next 3-6 months.
The translation is provided by third-party software.
The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
