Top 10 Influencers in 2025
Orders$Microsoft(MSFT.US) and $Meta Platforms(META.US) continue to aggressively increase AI hardware spending.
US stock $Micron Tech(MU.US) didn't buy enough at the beginning of the year, so I added some $XL2CSOPHYNIX(07709.HK) in Hong Kong stocks as a substitute, and today feels good. TSMC's earnings report rose first, but the sector didn't follow. Two days ago, represented by $Alphabet(GOOGL.US), cloud services raised prices across the board, and the application side atmosphere was also well coordinated. Today, Hynix's earnings report took over well. Next, Microsoft and Meta will announce cloud spending this week. If this doesn't go wrong, once the full-year spending for 2026 comes out, new valuation space will emerge. The main upward wave/full-year gain of semiconductors has a relatively high probability of completing most of it within the next three months. $NVIDIA(NVDA.US)
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