<div id="readability-page-1">Momentum does not stop just because a stock is near an all-time high. Pete Carmasino from Chaikin Analytics is back to break down why some of the strongest momentum stocks in the market may still have room to run, even with volatility and headline noise. Using Applied Materials as a case study, we look at how AI-driven capital spending continues to push certain stocks higher long after most investors think the move is over. Pete then shares three momentum-driven names tied to the AI and data center buildout, including one under-the-radar semiconductor stock and two familiar players setting up for potential breakouts.</div>

费城交易所 半导体 ETF - iShares

应用材料

半导体 ETF - VanEck Vectors

标普半导体 ETF - SPDR

<p>Chaikin Analytics 的 Pete Carmasino 讨论了股票的持续动能，即使是那些接近历史高点的股票。他以应用材料为案例，说明了人工智能驱动的资本支出如何推动某些股票上涨。Carmasino 还强调了与人工智能和数据中心发展相关的三只动能驱动股票，其中包括一只鲜为人知的半导体股票和两家有潜力突破的知名公司</p>

它达到了一个高点……然后在仅仅 3 个月内又上涨了 43%