Hong Hao: It is obvious that the U.S. semiconductor industry is in a bubble, and it remains to be seen whether the bubble will burst in the next 3-6 months.

Jinshi data on December 21st, Sui Rui Group's chief economist Hong Hao said that if we compare the operating trends of the S&P 500 and the U.S. semiconductor cycle, it is obvious that the two are starting to deviate, and semiconductors seem to be peaking. The stock price of the U.S. semiconductor company Broadcom rose significantly in the past two days, with the market capitalization rising by 320 billion US dollars in two days, equivalent to a change of 2 trillion RMB, which is equivalent to the rise of a Industrial and Commercial Bank in two days.

View Original
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
0/400
No comments
Trade Crypto Anywhere Anytime
qrCode
Scan to download Gate app
Community
English
  • 简体中文
  • English
  • Tiếng Việt
  • 繁體中文
  • Español
  • Русский
  • Français (Afrique)
  • Português (Portugal)
  • Bahasa Indonesia
  • 日本語
  • بالعربية
  • Українська
  • Português (Brasil)