
$NVIDIA(NVDA.US)The surge in Tesla's stock price is positive for AI companies like Nvidia both sentiment-wise and substantively.
It indicates that AI demand hasn't weakened,
but the overall valuation of the semiconductor industry will decline due to TSMC's downward revision of industry growth expectations and the impact of ASML.
Personally, I feel the upside potential for U.S. stocks isn't very significant. Nvidia had gained up to 90% in the past few months...
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.



