What are the good news about semiconductors?
Good news in the market:
1. The tariff agreement signed between Europe and the US exempts semiconductor equipment from tariffs, which may foreshadow the 232 semiconductor tariffs, meaning the impact of the 232 semiconductor tariffs could be eliminated.
2. NVIDIA has reordered 200,000 H20 chips from TSMC, reflecting the growing demand for AI chips in the Chinese market. AI spending is expected to reach $100 billion by 2025 and continue to rise.
3. AMD's MI350 has increased in price by $10,000, now costing $35,000, indicating strong market demand for AI.
4. META plans to launch four computing centers, which are expected to generate $250 billion in revenue for NVIDIA.
5. Google is increasing its AI spending, and META is aggressively recruiting AI talent, highlighting that major companies are only increasing their AI-related investments.
6. The White House's latest AI bill relaxes regulations and accelerates construction, directly targeting AI semiconductors and data center development, benefiting related industries and the power sector.
7. According to Nick Timiraos, chief reporter of The Wall Street Journal, the upcoming Federal Reserve meeting in July will not cut rates but will signal a substantive rate cut, meaning Powell's speech may lean dovish.
8. The earnings expectations for S&P 500 companies have far exceeded expectations, with the current earnings season being the most optimistic in the past four years. About 30% of companies have reported earnings, and according to Societe Generale (SocGen), 84% of companies exceeded EPS expectations, while 79% exceeded revenue expectations.
9. Among the "Magnificent Seven," Google, Amazon, Tesla, and Apple have relatively low year-to-date returns, leaving significant room for future growth.
10. Many popular tech stocks are undergoing healthy adjustments, with extremely strong stocks like MP and OKLO not even retracing the 5-day moving average, continuously attracting capital. The market shows a stark contrast in speculative activity.
11. Market institutions, initially cautious, have turned optimistic as earnings reports continue to exceed expectations. Seasonal adjustments in August are not anticipated to have a significant impact.
2025 is destined to be a volatile year, requiring thorough digestion of the gains from the past two years. This demands higher personal discipline, so everyone should plan their portfolio management carefully. Those who can maintain strict discipline may consider joining our community.
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