Last Friday, Zuckerberg announced on Ins that Meta Platforms will have 350,000 NVIDIA chips by the end of the year. If other GPUs are included, Meta Platforms will have nearly 600,000 equivalent H100 chips.
This news directly ignited the concept stocks of AI, with NVIDIA, AMD, Broadcom, and others reaching new highs.
NVIDIA rose 4.1% last Friday, AMD rose 7.1%, and Broadcom rose 5.8%.
In addition, the triple leveraged semiconductor ETF (SOXL) surged 11.7%, and the previous trading day saw a surge of 9.7%. The semiconductor ETF (SMH) also rose 3.8%.
The 600,000 H100 chips of Meta Platforms, calculated at RMB 250,000 per chip, are worth as much as RMB 150 billion. If we consider the demand from other giants such as Microsoft, Google, Amazon, and Oracle, it indicates that there is a shortage of NVIDIA and AMD chips.
As of the time of writing, in after-hours trading in the US stock market, NVIDIA and AMD continue to rise, with a peak increase of 1.5% and 3.5%, currently up 1.2% and 2.3%, reaching new historical highs:
<img src="https://pub.pbkrs.com/cms/2024/0/eGGgRC2UY7rC9r5NSS6zSnCwWQiKnWwK.jpg?x-oss-process=style/lg" alt="" original-src="https://pub.pbkrs.com/cms/2024/0/eGGgRC2UY7rC9r5NSS6zSnCwWQiKnWwK.jpg"/><img src="https://pub.pbkrs.com/cms/2024/0/rTtEgZxnYVaND5bNzWAj1m6jiwJokPq6.jpg?x-oss-process=style/lg" alt="" original-src="https://pub.pbkrs.com/cms/2024/0/rTtEgZxnYVaND5bNzWAj1m6jiwJokPq6.jpg"/>
Meta Platforms Platforms Platforms, which also reached a new high, rose 1.95% last Friday, with a market value of $985.4 billion (while Tencent, which once surpassed Meta Platforms Platforms Platforms in market value in 2017, currently has a market value of $320 billion).
Last Thursday, TSMC released its performance report, and the stock price rose nearly 10% on that day. The management expects revenue to grow by more than 20% in 2024, indicating not only the popularity of AI chips but also the recovery of the entire semiconductor industry. Semiconductor companies also rose on that day.

NVDA

AVGO

SOXL

SOXS

LB Select

NVIDIA

Broadcom

Direxion Semicon Bull 3X

Direxion Semicon Bear 3X

Meta Platforms

Night Market Scan | AI is hot! AMD rose 3.5% at one point, NVIDIA rose 1.5%