Will this stock also benefit from AI?! Check out the list of AI semiconductor-related brands!
This article uses automatic translation for some of its parts
Artificial intelligence (AI) has raised the stock prices of a series of related companies, but among them, the most popular $NVIDIA(NVDA.US$It is. Meanwhile, NVIDIA's stock price has achieved growth of over 83% since the beginning of the year, and it is thought that there is a high possibility that its stock price will face a new wave of adjustments and risks.
If you don't want to take such risks, but don't want to miss the AI wave, the “AI semiconductor value chain” compiled by SPEAR may be useful.
Chip design, IP, components, manufacturers, etc. are included inside the server. Among them, $NVIDIA(NVDA.US$ 、 $Advanced Micro Devices(AMD.US$ 、 $Intel(INTC.US$It is a widely known enterprise.
Also, inside HBM $Micron Technology(MU.US$ Stocks that have been rising strongly recently, such as SK Hynix and Samsung Electronics, are also included.
What is noteworthy is that not only the server-related industry, but there is also a high possibility that it will benefit from strong AI demand, such as those related to cooling devices and power supplies.
Major US companies $GE Aerospace(GE.US$is a global innovator of temperature control systems $Trane Technologies(TT.US$ It is a global air conditioning and refrigeration equipment supplier $Carrier Global(CARR.US$ It is a leading global electrical equipment company $Emerson Electric(EMR.US$They achieved increases of 176%, 81%, 42%, and 21%, respectively, over the past year.
Source: SPEAR, MOOMOO
— MooMoo News Zeber
This article uses automatic translation for some of its parts
— MooMoo News Zeber
This article uses automatic translation for some of its parts
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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徒然草子 : It's not a bubble, I think it's simply damaging the value of the currency.
I anticipate that stocks other than tech will gradually be selected, and the prices of everything, such as gold, real estate, commodities, and virtual currency, will rise.
POKI_Naha : Regarding NVIDIA, PER is not a heated figure; it is only about incorporating growth one year ahead, and it seems that stock prices will further rise as earnings continue to rise.
HONDA N-ONE : I think I can play it once
and slowly rising
181137087 : Because stocks are so profitable. I learned from Bachama
Z650 : Somehow the analysts are running a joint campaign to prevent people from buying NVIDIA.
麦マル Z650: I feel that way too.
Currently, NVIDIA stock price increases are suppressed by all kinds of rumors, and sometimes information manipulation, etc., including analysts, etc., and individual investors and small investors are being forced to relinquish their holdings.
Also, I personally wonder if super large investors are aiming for mass purchases that are even slightly reasonable.
NVIDIA is a future-creating enterprise
These are words sung by people who respect elementary school students.
I hope it's helpful
It's definitely hold, hold
Z650 : Thank you for your encouraging comments!
Hold it like a softshell turtle
徒然草子 : Is the view that “current US stocks have come close to the IT bubble” correct (Toyo Keizai Online)
麦マル Z650: I'll keep holding on too
徒然草子 : Developing countries where currency values have been damaged are Venezuela or Turkey...
I want them to intervene quickly and get the yen back to appreciating!!
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