NVIDIA with Flyna Finger! Institution: AI demand will continue to drive the purchase of semiconductor related equipment
芊芊551
发表于 4 天前
128
0
0
On September 12th, the three major stock indexes collectively rose, with the semiconductor materials ETF (562590) up 0.13% as of 9:52. As of yesterday's close, it achieved three consecutive bullish days, with heavyweight stocks North Huachuang up 0.11% and Zhongwei Company up 0.28%.
On the news front, on Wednesday Eastern Time, the Philadelphia Semiconductor Index rose nearly 5%, marking the largest daily increase since August 9th. Large tech stocks saw a general increase, with Nvidia rising over 8%, marking the largest daily gain since August, and its market value skyrocketing by $216.1 billion (approximately RMB 154 trillion) overnight. Huang Renxun stated that the company's latest generation AI chip, Blackwell (known as the "strongest AI chip"), is facing strong demand.
Multiple institutions predict that the average growth rate of global semiconductor sales in 2024 is expected to be 18%, which is a significant increase compared to the semiconductor sales scale in 2023. China Merchants Securities pointed out that looking ahead to 2024, AI demand will continue to drive investment in semiconductor infrastructure and the purchase of related equipment.
In the current context, the Semiconductor Materials ETF (562590) and its affiliated funds (Class A: 020356, Class C: 020357) closely track the CSI Semiconductor Materials and Equipment Index, with semiconductor equipment (53.1%) and semiconductor materials (22.6%) accounting for the highest proportion in the index, with a total weight of over 75%, fully focusing on the index theme. Since the beginning of the year, the latest share of semiconductor material ETFs has reached 85.663 million, with an increase of nearly 200%.
CandyLake.com 系信息发布平台,仅提供信息存储空间服务。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
猜你喜欢
- Overview | Multiple negative factors stimulate a significant correction in Nvidia's stock price
- Huang Renxun sells 240000 shares of Nvidia stock, cashing out over $630 million since June
- It is reported that Nvidia GB200 is expected to start mass production in December and deliver a large number of ODM products in the first quarter of next year
- Is the rise of the 'AI leader' far from over? Analyst: Nvidia's stock price is expected to double again
- Redemption of over 4.9 billion yuan! Huang Renxun's 6 million share reduction plan has been completed ahead of schedule. Analysts boldly predict that Nvidia's long-term market value will soar to $10 trillion
- Nvidia's stock price surged by over 8%. Huang Renxun's words' save the US stock '?
- NVIDIA skyrockets by 8%! Huang Renxun reassures the market: The rush to buy AI chips continues, and everyone is counting on us
- Nvidia expects to produce 450000 Blackwell AI GPUs in Q4
- Global markets: The three major US stock indices collectively closed higher, while the Nasdaq rose more than 2% and Nvidia's stock price rose more than 8%
- AI demon stock "raises concerns about financial risks of AMD computers, deeply tied to NVIDIA
-
【世界市場】1、納指は0.04%、ダウは0.70%、スタンダードは0.19%下落した。2、英偉達は2%超上昇し、美光科技の株価は10%超上昇した。3、ナスダック中国の金龍指数は2.80%、蔚来は5%近く下落した。4、国際原油価格は ...
- 虚空一粒沙2017
- 3 天前
- 支持
- 反对
- 回复
- 收藏
-
世界的な整形外科大手のシュレックはこのほど、ニューラルテクノロジー会社のNico Corporationの買収を完了したと発表した。紹介によると、Nicoは私営会社で、腫瘍と脳内出血(ICH)手術のための系統的な低侵襲手術 ...
- 就放荡不羁就h
- 3 天前
- 支持
- 反对
- 回复
- 收藏
-
AP通信9月27日、インテルは今月中旬に発表された重大な業務調整に加え、近日中にクアルコムに買収合併される可能性があるとの情報を伝えていることを明らかにした。 しかし、ウォール街のほとんどのアナリストは、 ...
- 什么大师特
- 前天 16:13
- 支持
- 反对
- 回复
- 收藏
-
9月26日、Meta Platformsは巨額の資金を投じてスターを招待していることを明らかにした。Metaは水曜日、俳優のオスカー・フィーナ(Awkwafina)、ジョン・セナ(John Cena)、ジュディ・デンチ(Judi Dench)、クリ ...
- hecgdge4
- 3 天前
- 支持
- 反对
- 回复
- 收藏