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.

GoldenOctober2024

2024-12-21 06:55:24

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.

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