Evening Report: U.S. chip stocks surge! Investors heavily invested in optical modules may lose sleep tonight!

U.S. semiconductor stocks surged dramatically; the Nasdaq posted four consecutive gains and is now just one step away from a new all-time high. The Philadelphia Semiconductor Index rose over 6%. Among its components, Coherent jumped over 14%, ARM surged over 13%, Marvell Technology climbed over 12%, Micron Technology rose over 8%, and Qualcomm gained over 6%. On the flip side, crude oil prices plunged 4%. Yet the biggest highlight on U.S. markets was Palantir Technologies (PLTR), one of the leading AI application companies—its shares soared 29%. U.S.-based big-data and artificial intelligence software firm Palantir announced its Q2 earnings: revenue grew 94% year-on-year, surpassing market expectations. Moreover, Palantir raised its full-year guidance, now forecasting annual sales of up to $8.16 billion—higher than the market’s average expectation of $7.7 billion. Adjusted operating profit is projected at $4.89–4.91 billion, exceeding the prior upper end of its forecast range ($4.45 billion). Coincidentally, A-share AI application stocks lack overseas catalysts—and Palantir has become a bellwether. While investors watch U.S. markets enviously, they also worry about potential indiscriminate selloffs in optical module stocks tomorrow. According to a Reuters report dated July 4, the U.S. government is drafting a ban that would prohibit imports of new-generation Chinese data-center components, aiming to protect critical infrastructure underpinning artificial intelligence (AI) development. In response, the Chinese Embassy in the United States stated that Beijing urges Washington to “listen to the objective and rational voices of businesses in both countries,” cease smearing Chinese enterprises and threatening sanctions, and added: “China will take all necessary measures in response to any action that seriously undermines China’s interests.” (China News Service)

The NASDAQ The NASDAQ has seen notable activity recently. On July 2, 2024, both the NASDAQ and S&P 500 reached new records, buoyed by strong performances from major stocks like Tesla, which rallied significantly due to better-than-expected deliveries. In terms of stock recommendations, several growth stocks have been highlighted for July 2024. For instance, Meta Platforms (META) has been performing exceptionally well, with shares up by 46% year-to-date and a strong focus on diversifying revenue streams through artificial intelligence investments. Chipotle (CMG) has also performed strongly following its stock split, with both revenue and net income rising significantly. Semiconductor stocks are likewise drawing attention: Taiwan Semiconductor Manufacturing Company (TSMC) and Advanced Micro Devices (AMD) are recommended due to their pivotal roles in the technology sector and ongoing technological advancements. For those tracking industry-specific updates, the semiconductor sector—despite its inherent volatility—still offers investment opportunities, driven by technological progress, global supply chains, and production capacity. These insights provide an overview of current NASDAQ trends and investment opportunities, reflecting the market’s broadly positive sentiment. (Tang Jiawen)

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