Semiconductors Hit Record Highs As Industry Reaches $6.3 Trillion: 5 Chip Stocks That Outpaced Nvidia This Week
Semiconductors Hit Record Highs As Industry Reaches $6.3 Trillion: 5 Chip Stocks That Outpaced Nvidia This Week
The semiconductor rally continues its unstoppable advance, fueled by the propulsion of artificial intelligence, with the U.S. chipmaking industry now soaring to a combined valuation of $6.3 trillion.
由於人工智能的推動，半導體的漲勢令人無法阻擋，美國芯片製造業的市值現已飆升至6.3萬億美元的總市值。
The PHLX Semiconductor Sector Index, mirrored by the Invesco PHLX Semiconductor ETF (NYSE:SOXQ), is poised for a 6% gain this week, marking its strongest performance in two months and achieving record high levels.
菲利普斯半導體指數（PHLX Semiconductor Sector Index）受納斯達克半導體指數追蹤，由納指100ETF - Invesco QQQ Trust（NYSE:SOXQ）提供支持，本週有望上漲6％，創下兩個月以來的最強表現，並創下歷史新高。
Since late October 2023, the index has surged by 78%, while the broader chip industry has seen an astonishing 169% increase from its October 2022 low.
自2023年10月底以來，該指數已大漲了78％，而整個芯片行業則從2022年10月的低點上漲了驚人的169％。
In stark contrast, the broader tech sector, as tracked by the Invesco QQQ Trust (NASDAQ:QQQ), has risen by 39% from its October 2023 low and by 88% since October 2022.
鑑於納指100ETF—Invesco QQQ Trust（NASDAQ: QQQ）追蹤的整個科技板塊與半導體板塊形成強烈反差，其從2023年10月的低點上漲了39％，自2022年10月以來上漲了88％。
Nvidia's Dominance Poised To Continue
英偉達的主導地位有望繼續
Nvidia Corp. (NASDAQ:NVDA) has recently surpassed a $3 trillion valuation, representing nearly half of the broader U.S. semiconductor industry's total worth. The company is now vying for the title of the world's largest company, contending with giants such as Microsoft Corp. (NASDAQ:MSFT) and Apple Inc. (NASDAQ:AAPL).
英偉達公司（NASDAQ: NVDA）最近市值已突破3萬億美元，佔美國半導體行業總市值的近一半。該公司正在爭奪世界上最大公司的稱號，競爭對手包括微軟股份公司（NASDAQ: MSFT）和蘋果公司（NASDAQ: AAPL）。
"Given NVDA's dominance in the nascent AI space, it may be only a matter of time before NVDA surpasses MSFT to become the most valuable company in the world," said George Smith, portfolio strategist for LPL Financial.
LPL Financial的投資組合策略師喬治·史密斯表示：“鑑於英偉達在新興人工智能領域的主導地位，英偉達成爲全球市值最大的公司，或許只是一個時間問題。”
According to the expert, it is plausible that the NVDA rally will continue as tech-related ETFs are compelled to increase their exposure to the chipmaker during their next rebalancing.
該專家表示，由於資管人士在其下一個再平衡期間不得不增加對芯片製造商的持股比例，因此英偉達的漲勢可能會繼續。
This Week's Best Performing Chipmakers
本週表現最佳的芯片製造商
Surprisingly, Nvidia is not the top gainer among semiconductor stocks this week.
令人驚訝的是，英偉達在本週並不是表現最佳的半導體股之一。
While the leading chipmaker's shares have rallied by 9.4%, six other semiconductor companies have outperformed Nvidia, showcasing even stronger gains.
儘管這家領先的芯片製造商的股價已經上漲了9.4％，但還有六家其他半導體公司的表現出色，漲幅更高。
Broadcom Inc. (NASDAQ:AVGO) surged 22% this week, driven by stronger-than-expected earnings and an improved AI-related demand outlook from its top client, Apple Inc. (NASDAQ:AAPL), following the Cupertino-based iPhone maker's announcement of new AI initiatives at WWDC 2024. This marks Broadcom's strongest week since the company went public in 2009.
博通公司（NASDAQ: AVGO）在本週上漲了22％，因其收入表現強勁以及在蘋果公司（NASDAQ: AAPL）宣佈新的人工智能舉措後，其最大客戶的人工智能相關需求前景有所改善。這是自2009年該公司上市以來博通最強勁的一週。
British computer processor and software design company Arm Holdings plc (NASDAQ:ARM) was the second-best performer among chipmakers, rising 14% and marking its sixth consecutive week of gains. Arm will join the Nasdaq 100 Index beginning June 24.
英國計算機處理器和軟件設計公司Arm Holdings plc（NASDAQ: ARM）是芯片製造商中表現第二的，本週上漲了14％，連續第六週上漲。Arm將於6月24日加入納斯達克100指數。
Qorvo Inc. (NASDAQ:QRVO) followed closely, with its shares up 13% this week.
Qorvo Inc. (NASDAQ: QRVO)緊隨其後，本週股價上漲了13％。
| Name | Market Cap | Price Chg. % (5D) |
| Broadcom Inc. | $ 803.67B | 22.74% |
| Arm Holdings plc | $ 161.90B | 13.95% |
| Qorvo, Inc. | $ 10.78B | 13.25% |
| Axcelis Technologies, Inc. (NASDAQ:ACLS) | $ 4.52B | 11.08% |
| Universal Display Corporation (NASDAQ:OLED) | $ 9.53B | 9.70% |
| NVIDIA Corporation | $ 3,250.83B | 9.42% |
| Nova Ltd. (NASDAQ:NVMI) | $ 6.96B | 9.13% |
| 姓名 | 市值 | 價格變動%（5D） |
| broadcom corp 8.00% mandatory convertible prf sr a公司 | $ 803.67B | 22.74% |
| Arm Holdings plc | $ 161.90B | 13.95% |
| qorvo公司。 | $ 10.78B | 13.25% |
| Axcelis Technologies, Inc. (NASDAQ: ACLS) | $4.52億美元 | 11.08% |
| Universal Display公司(NASDAQ:oled概念) | $9.53億美元 | 9.70% |
| 英偉達公司 | $3,250.83億美元 | 9.42% |
| Nova股份有限公司(NASDAQ:nvmi) | $6.96億美元 | 9.13% |
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Photo: Shutterstock
Photo: shutterstock
譯文內容由第三人軟體翻譯。