On August 13th, Guolonghui｜Bank of America Securities analyst Vivek Arya said that if the semiconductor industry rebounds, Nvidia seems to be a good choice, with KLA and Broadcom also being one of the preferred stocks because these companies are the most profitable suppliers in their respective end markets. He expects the industry to recover in the fourth quarter of this year, as seasonal disadvantages may dissipate by then. Currently, investors are waiting for Nvidia's quarterly results later this month, but September is traditionally the worst-performing month for the PHLX Semiconductor Index, so investors need to have some patience.