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科技巨头争霸赛升级！美股4大龙头齐齐新高，还有哪些投资机会值得关注？

The battle of technology giants is escalating! The four big dragons in the US stock market have all hit new highs. What other investment opportunities are worth paying attention to?

Futu News ·  Jun 13 19:05

On Wednesday, when CPI and FOMC appeared together, the "good news" of weak inflation seemed to outweigh the "bad news" of the hawkish dot plot.

Overnight, AI once again became the focus of the market. The top four companies in market cap in the US stock market,$Microsoft (MSFT.US)$, $Apple (AAPL.US)$, $NVIDIA (NVDA.US)$, $Alphabet-A (GOOGL.US)$all set new historical highs, pushing the S&P 500 index and the NASDAQ to refresh new highs. In addition to the four giants, Nvidia also led several chip stocks to set new highs,

successfully breaking through the 5500 point mark, with a year-to-date increase of as much as 32%, far outperforming the three major futures.$PHLX Semiconductor Index (.SOX.US)$All components stocks set new historical highs, among which Taiwan Semiconductor's market cap successfully surpassed Berkshire Hathaway, becoming the seventh largest company in the US stock market market cap.

What made the market happy was that Broadcom released a better-than-expected financial report after market close, and also announced a 1-to-10 stock split (effective from July 15) following in Nvidia's footsteps. The stock soared by more than 14% before the opening, and is expected to hit a new historical high in the opening. Referring to Nvidia's trend after announcing the stock split, Broadcom is expected to continue to rise.$Taiwan Semiconductor (TSM.US)$, $Micron Technology (MU.US)$, $Qualcomm (QCOM.US)$, $Applied Materials (AMAT.US)$, $KLA Corp (KLAC.US)$, $ASML Holding (ASML.US)$, $Broadcom (AVGO.US)$Judging from the current market sentiment, the enthusiasm for AI has not yet cooled off. So what other investment opportunities are worth paying attention to?

To the delight of the market, Broadcom released a better-than-expected financial report after-hours and announced that it would follow Nvidia's lead in a 1-for-10 stock split (which would take effect on July 15), causing a pre-market surge of more than 13% and possibly setting a new historical high at the opening. Referring to Nvidia's stock split announcement trend, Broadcom is likely to continue to rise.

AI semiconductor value chain. An article on Futu's information platform also outlined the AI semiconductor value chain for mooers, which is mainly divided into internal and external servers, with many companies quietly taking off.

  • In addition, there is a new hotspot, AI PC. According to Morgan Stanley's prediction, AI PC will become the next key factor driving the growth of the PC market, and the market penetration rate of AI PC is expected to increase rapidly from 2% this year to 64% in 2028.

Please use your Futubull account to access the feature.Maximizing earnings with the NVIDIA AI ecosystem: Who could become the next skyrocketing stock?An article on Futu's information platform once wrote that Nvidia's excess returns have sparked a "gold rush" in the market, from other chip manufacturers to other links in the AI industry chain, and Wall Street has begun to seek to excavate and layout more AI concept stocks. Interested mooers can click to read!

  • AI semiconductor value chain. An article on Futu's information platform also outlined the AI semiconductor value chain for mooers, which is mainly divided into internal and external servers, with many companies quietly taking off.

Looking for the "next Nvidia"? Explore the AI semiconductor value chain for comprehensive investment opportunities! Looking for the "next Nvidia"? Explore the AI semiconductor value chain for comprehensive investment opportunities! An article on Futu's information platform also outlined the AI semiconductor value chain for mooers, which is mainly divided into internal and external servers, with many companies quietly taking off.

  • Please use your Futubull account to access the feature.

In addition, there is a new hotspot, AI PC. According to Morgan Stanley's prediction, AI PC will become the next key factor driving the growth of the PC market, and the market penetration rate of AI PC is expected to increase rapidly from 2% this year to 64% in 2028.

Please use your Futubull account to access the feature.The future is here! AI PC opens a new era, which companies are expected to be the biggest beneficiaries? Here are some stocks that are expected to benefit, for mooers' reference.

Despite the continued decline in Dell's stock price after its performance, analysts at Morgan Stanley still believe that Dell's stock price rose sharply by 39% in a single month in May, reaching a new high in history, far exceeding the sse mega-cap index. This drop is also due to some investors taking profits. However, the bank believes that this pullback is closer to an opportunity to "pick up passengers in reverse", and Dell still has room for growth.

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Mooers,

How long do you think this AI fever will last?

Which stock is likely to become your stocks?

Feel free to leave your thoughts in the comments section~

Editor/Somer

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