下个阶段，可能还是要_老虎社区_美港股上老虎 - 老虎社区

下个阶段，可能还是要看到业绩实实在在的提升，否则就就会杀估值

AI掀起狂潮，美股半导体ETF一季度涨疯了

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":289507006951616,"tweetId":"289507006951616","gmtCreate":1711687032698,"gmtModify":1711688597128,"author":{"id":3536855912478993,"idStr":"3536855912478993","authorId":3536855912478993,"authorIdStr":"3536855912478993","name":"大妮儿","avatar":"https://static.tigerbbs.com/00bb12446f72a8662bfcea127b163f10","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":4,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.08.22","exceedPercentage":"93.88%","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":11,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>下个阶段，可能还是要看到业绩实实在在的提升，否则就就会杀估值</p></body></html>","htmlText":"<html><head></head><body><p>下个阶段，可能还是要看到业绩实实在在的提升，否则就就会杀估值</p></body></html>","text":"下个阶段，可能还是要看到业绩实实在在的提升，否则就就会杀估值","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/289507006951616","repostId":2423505109,"repostType":2,"repost":{"id":"2423505109","kind":"news","pubTimestamp":1711679783,"share":"https://www.laohu8.com/m/news/2423505109?lang=&edition=full","pubTime":"2024-03-29 10:36","market":"us","language":"zh","title":"AI掀起狂潮，美股半导体ETF一季度涨疯了","url":"https://stock-news.laohu8.com/highlight/detail?id=2423505109","media":"华尔街见闻","summary":"在美国经济软着陆的预期和对AI狂热追捧的加持下，全球股市在今年一季度开启“狂飙”模式，而涨幅最为耀眼的莫过于半导体ETF。在AI浪潮下，VanEck半导体ETF涨幅达到了28.5%，有望创下自2023年第一季度以来的最大季度涨幅。费城半导体指数和半导体行业ETF一季度分别累涨约17.5%和17.7%。VanEck半导体ETF中有7只成分股预计将在第一季度出现亏损，行业内部的表现存在分化。","content":"<html><head></head><body><blockquote><p><strong>在科技股的加持下，全球股市一季度“狂奔”，标普今年22次创出收盘新高，VanEck半导体ETF涨幅达到了28.5%，有望创下自2023年第一季度以来的最大季度涨幅。</strong></p></blockquote><p>在美国经济软着陆的预期和对AI狂热追捧的加持下，全球股市在今年一季度开启“狂飙”模式，而涨幅最为耀眼的莫过于半导体ETF。</p><p>MSCI全球股指3月屡创新高，今年迄今上涨7.7%，为 2019年以来的最大涨幅。<a href=\"https://laohu8.com/S/161125\">标普500</a>指数一季度累计上涨10.16%，为2019年以来的最强同期涨幅，<strong>今年已22次创出收盘新高</strong>。欧洲斯托克600指数累涨约7%，连涨两个季度。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9ebecdede4e076e5396d95e21a0a101\" title=\"\" tg-width=\"1024\" tg-height=\"641\"/></p><p>在AI浪潮下，VanEck半导体ETF(SMH)涨幅达到了28.5%，有望创下自2023年第一季度以来的最大季度涨幅。费城半导体指数和半导体行业ETF一季度分别累涨约17.5%和17.7%。</p><p>占据VanEck半导体ETF权重达四分之一的<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>在第一季度领涨，凭借先进的AI芯片和强大的软件平台CUDA，英伟达涨幅达到了82%，市值增加逾1万亿美元；<a href=\"https://laohu8.com/S/MU\">美光科技</a>得益于AI热潮之下存储需求井喷，涨幅排名第二，今年迄今涨近40%；VanEck半导体ETF的第二大持仓股<a href=\"https://laohu8.com/S/TSM\">台积电</a>也在乘势而上，2024年初至今，上涨超过30%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d0ae6fd6562a1ca9a5388ea54223467\" title=\"\" tg-width=\"1024\" tg-height=\"788\"/></p><p>Mahoney Asset Management总裁Ken Mahoney认为，AI对半导体行业的需求丝毫没有放缓的迹象，半导体股的涨势将延续：</p><blockquote><p>每个人都认识到，这不仅仅是几个季度的短暂繁荣，等到所有公司获得他们想要的硬件和需要的芯片时，这可能是一个多年的扩张。</p></blockquote><p>虽然英伟达引领的AI涨幅已推动该行业迈向另一个盈利季度，但这远非推动SMH上涨的唯一主题。Gabelli Funds的投资组合经理兼技术分析师Hendi Susanto指出，<strong>市场对存储芯片、PC和智能手机等领域复苏的预期，也推动了半导体板块的上涨。</strong></p><p>市场研究公司Counterpoint Research周四公布的报告显示，在经历了长达两年多的低迷之后，2024年全球智能手机出货量预计将反弹3%。高端智能手机出货量将增长17%，人工智能和可折叠设备的普及将引发换机需求。</p><p>2024年一季度，由科技股推动的涨势蔓延至全球，欧股和日股均跑赢美国，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数、德国DAX指数、法国CAC 40指数和西班牙Ibex 35指数和日经225的表现均优于标普500指数。</p><p>其中，在主要市场中日股今年一季度的涨幅最为瞩目，因投资者对其经济前景的看好，在芯片相关股票价格上涨的推动下，日本东证指数上涨超16.2%，不断逼近历史新高。</p><p>不过瑞银策略师Andrew Garthwaite警告称，半导体行业股价的快速上涨正释放出警告信号，像人工智能这样商业模式可能会会带来极端估值的风险。</p><p>与此同时，尽管半导体行业整体表现强劲，但并非所有半导体公司都受益于AI相关的交易和投资主题。VanEck半导体ETF(SMH)中有7只成分股预计将在第一季度出现亏损，行业内部的表现存在分化。</p></body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI掀起狂潮，美股半导体ETF一季度涨疯了</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI掀起狂潮，美股半导体ETF一季度涨疯了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-29 10:36 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3711613><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在科技股的加持下，全球股市一季度“狂奔”，标普今年22次创出收盘新高，VanEck半导体ETF涨幅达到了28.5%，有望创下自2023年第一季度以来的最大季度涨幅。在美国经济软着陆的预期和对AI狂热追捧的加持下，全球股市在今年一季度开启“狂飙”模式，而涨幅最为耀眼的莫过于半导体ETF。MSCI全球股指3月屡创新高，今年迄今上涨7.7%，为 2019年以来的最大涨幅。标普500指数一季度累计上涨...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3711613\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/db39349f944875e4cb7164da9345c896","relate_stocks":{"BK4585":"ETF&股票定投概念","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4587":"ChatGPT概念","LU0109392836.USD":"富兰克林科技股A","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","NVDA":"英伟达","BK4543":"AI","BK4527":"明星科技股","BK4588":"碎股","BK4579":"人工智能","BK4141":"半导体产品","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4503":"景林资产持仓","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0080751232.USD":"富达环球多元动力基金A","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","BK4581":"高盛持仓","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4529":"IDC概念","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","LU0238689110.USD":"贝莱德环球动力股票基金","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","SMH":"半导体指数ETF-HOLDRs","LU0056508442.USD":"贝莱德世界科技基金A2","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4532":"文艺复兴科技持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4592":"伊斯兰概念","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H"},"source_url":"https://wallstreetcn.com/articles/3711613","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2423505109","content_text":"在科技股的加持下，全球股市一季度“狂奔”，标普今年22次创出收盘新高，VanEck半导体ETF涨幅达到了28.5%，有望创下自2023年第一季度以来的最大季度涨幅。在美国经济软着陆的预期和对AI狂热追捧的加持下，全球股市在今年一季度开启“狂飙”模式，而涨幅最为耀眼的莫过于半导体ETF。MSCI全球股指3月屡创新高，今年迄今上涨7.7%，为 2019年以来的最大涨幅。标普500指数一季度累计上涨10.16%，为2019年以来的最强同期涨幅，今年已22次创出收盘新高。欧洲斯托克600指数累涨约7%，连涨两个季度。在AI浪潮下，VanEck半导体ETF(SMH)涨幅达到了28.5%，有望创下自2023年第一季度以来的最大季度涨幅。费城半导体指数和半导体行业ETF一季度分别累涨约17.5%和17.7%。占据VanEck半导体ETF权重达四分之一的英伟达在第一季度领涨，凭借先进的AI芯片和强大的软件平台CUDA，英伟达涨幅达到了82%，市值增加逾1万亿美元；美光科技得益于AI热潮之下存储需求井喷，涨幅排名第二，今年迄今涨近40%；VanEck半导体ETF的第二大持仓股台积电也在乘势而上，2024年初至今，上涨超过30%。Mahoney Asset Management总裁Ken Mahoney认为，AI对半导体行业的需求丝毫没有放缓的迹象，半导体股的涨势将延续：每个人都认识到，这不仅仅是几个季度的短暂繁荣，等到所有公司获得他们想要的硬件和需要的芯片时，这可能是一个多年的扩张。虽然英伟达引领的AI涨幅已推动该行业迈向另一个盈利季度，但这远非推动SMH上涨的唯一主题。Gabelli Funds的投资组合经理兼技术分析师Hendi Susanto指出，市场对存储芯片、PC和智能手机等领域复苏的预期，也推动了半导体板块的上涨。市场研究公司Counterpoint Research周四公布的报告显示，在经历了长达两年多的低迷之后，2024年全球智能手机出货量预计将反弹3%。高端智能手机出货量将增长17%，人工智能和可折叠设备的普及将引发换机需求。2024年一季度，由科技股推动的涨势蔓延至全球，欧股和日股均跑赢美国，英国富时100指数、德国DAX指数、法国CAC 40指数和西班牙Ibex 35指数和日经225的表现均优于标普500指数。其中，在主要市场中日股今年一季度的涨幅最为瞩目，因投资者对其经济前景的看好，在芯片相关股票价格上涨的推动下，日本东证指数上涨超16.2%，不断逼近历史新高。不过瑞银策略师Andrew Garthwaite警告称，半导体行业股价的快速上涨正释放出警告信号，像人工智能这样商业模式可能会会带来极端估值的风险。与此同时，尽管半导体行业整体表现强劲，但并非所有半导体公司都受益于AI相关的交易和投资主题。VanEck半导体ETF(SMH)中有7只成分股预计将在第一季度出现亏损，行业内部的表现存在分化。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1256,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":58,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/289507006951616"}