AI new trend in US stocks kicks off? ?
As the earnings reports of various AI sectors have been released over the past two weeks, we can conclude that demand for AI is still continuing to grow!
For now, the Federal Reserve also has no plans to raise interest rates, which is a good window for the market.
The core of the AI rally has also clearly expanded from just GPUs to include compute power, networks, storage, optical modules, power, cooling, and data center infrastructure.
Over the past two days, GPU cloud stocks $CRWV and $NBIS have both broken through. And the AI mainstays—GPU systems like NVIDIA, AMD, and AVGO—have remained consistently strong.
Meanwhile, the storage segment that’s been getting a lot of attention is still in the catch-up phase, and $MU remains the strongest and most stable player in the sector. The sndk breakout is also pretty solid.
After the July shakeout, many of the consolidation-and-repair moves have either come to an end or have already finished. Next, just enjoy the celebration of the bull market!
#美国7月CPI与PPI数据本周出炉
As the earnings reports of various AI sectors have been released over the past two weeks, we can conclude that demand for AI is still continuing to grow!
For now, the Federal Reserve also has no plans to raise interest rates, which is a good window for the market.
The core of the AI rally has also clearly expanded from just GPUs to include compute power, networks, storage, optical modules, power, cooling, and data center infrastructure.
Over the past two days, GPU cloud stocks $CRWV and $NBIS have both broken through. And the AI mainstays—GPU systems like NVIDIA, AMD, and AVGO—have remained consistently strong.
Meanwhile, the storage segment that’s been getting a lot of attention is still in the catch-up phase, and $MU remains the strongest and most stable player in the sector. The sndk breakout is also pretty solid.
After the July shakeout, many of the consolidation-and-repair moves have either come to an end or have already finished. Next, just enjoy the celebration of the bull market!
#美国7月CPI与PPI数据本周出炉