半导体板块轮动：AI基础设施遭抛售，英特尔和美光飙升30%

英伟达落伍半导体板块飙升——分析师解读背后逻辑

Nvidia is falling behind as semiconductors surge. Here's what analysts say is going on

The GPU-maker is flat since April 27, while Intel and Micron have popped more than 30% in that time.

看跌芯片股引发看涨分析师万亿美元目标

This chip stock is tumbling. Bullish Evercore ISI thinks it will be worth $1 trillion one day

Demand for memory, storage and CPUs are bolstering chip makers thanks to the artificial intelligence buildout.

美光单周暴涨逾30%创2008年来最佳表现，存储芯片短缺引发抛物线式轧空行情

Micron surges more than 30% on week as memory chip rally goes parabolic

Micron Technology shares caught fire this week amid a global shortage of memory chips. The stock is heading for its best…

华尔街见证"AI换班"：Intel、AMD领涨而Nvidia落后

Wall Street sees 'changing of the guard in AI' as Intel, AMD shares soar while Nvidia lags

Intel, AMD and Micron surged double digits this week as investors bet on CPU makers and memory companies powering the ne…

内存芯片股超买预警：趋势交易员应等待均值回归信号而非追高

Micron and Qualcomm are among the most overbought stocks this week. Here are the others

A massive rally in memory chip stocks drove them to huge gains this week, but that's also left some of the highest flier…

内存芯片制造商迎来"超级周期"与"意外之财"，个股单周飙升30%

Memory chip makers are looking at a 'supercycle' and 'windfall gains.' The stocks jumped 30% in one week

Higher prices on chips are boosting margin projections through 2027.

芯片股持续飙升，如何低成本建仓——基于波动率结构的期权价差策略分析

Chip stocks continue to surge. Here's how to buy one for less

The immediate impulse might be to jump in the chip rally. If you're in that camp, a more measured approach might be to u…

华尔街最大多头更加看好美光科技——背后的逻辑解析

Biggest Micron bulls on Wall Street say they're even more confident now. Here's why

Some analysts are extremely bullish on the semiconductor maker. Others are not.

AI股短时抛售后快速反弹，关注半导体趋势延续与光纤基础设施轮动

The Club's top 10 things to watch in the stock market Wednesday

AI stocks like Micron and Club name Corning after coming right back after one day of selling.

半导体供应链低调股年内翻倍，华尔街仍看涨

This low-profile stock in the semiconductor supply chain has doubled this year. Wall Street still loves it

Across the board, Wall Street analysts are bullish on Qnity Electronics and have raised their price targets on the stock…

摩根大通下调半导体板块评级：当前专业机构交易策略全解析

3 ways the pros are trading markets right now, including why JPMorgan downgraded semiconductor stocks