AI semiconductors + tech infrastructure are still the absolute strongest themes! The trend of funds clustering remains unchanged, with strong demand for HBM, CPO, and advanced packaging.
Top 5 strong sectors:
AI semiconductors ( $NVDA , $AVGO , $MU , $MRVL, etc.)
Energy (geopolitical + seasonal demand)
Communication services (data center networks)
Semiconductor equipment
Some high-dividend defensive rotations
Risk: If Fed officials speak hawkishly, AI high-valuation stocks may see a pullback. Overall high-level volatility, it's advisable to pick leaders and manage your positions.
The long-term logic of the AI supercycle remains unchanged, so keep an eye on core assets next week!
#比特币链上活跃度近历史新高
Top 5 strong sectors:
AI semiconductors ( $NVDA , $AVGO , $MU , $MRVL, etc.)
Energy (geopolitical + seasonal demand)
Communication services (data center networks)
Semiconductor equipment
Some high-dividend defensive rotations
Risk: If Fed officials speak hawkishly, AI high-valuation stocks may see a pullback. Overall high-level volatility, it's advisable to pick leaders and manage your positions.
The long-term logic of the AI supercycle remains unchanged, so keep an eye on core assets next week!
#比特币链上活跃度近历史新高