Lates News

Since the end of March, the Philadelphia Semiconductor Index in the United States has risen 54%, marking the best 25 trading days since March 2000. Ohsung Kwon, Chief Stock Strategist at Fidelity Securities, stated that companies currently designing, producing, or selling computer chips for high-intensity artificial intelligence tasks are the biggest beneficiaries of the large-scale construction of artificial intelligence infrastructure. "This is where the real bottleneck lies," he said. Kwon stated that artificial intelligence trading has entered a healthier cycle, with investors paying more attention to the monetization of technology rather than capital expenditure. Last week, the financial reports of tech giants like Amazon and Google reflected this shift in focus, and traders are closely watching whether the substantial investments in the field of artificial intelligence are truly yielding returns. Despite the ongoing artificial intelligence surge, Fidelity Bank's sentiment index issued a "sell" signal for the first time since November 2021, indicating that investors should establish protective measures for their portfolios after the "sugar rush" in the financial markets.