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'The Retail Investor Gets Inevitably Wiped Out': The Tickers Most Hit by the Chip Stocks Rout
The semiconductor sell-off continues! Apple overtakes NVIDIA to reclaim the title of the world's most valuable company.
Market capital flows have undergone a fundamental shift, with previously heavily speculative high-capital-expenditure AI chips facing position reductions, while Apple—benefiting from low capital expenditure pressure and stable hardware-software cash flows—has emerged as a safe haven for investors.
Apple's market capitalization overtakes NVIDIA! HSBC remains bullish on the AI-driven smartphone replacement supercycle and raises Apple's price target to $366.
HSBC upgraded Apple's rating from 'Hold' to 'Buy' and significantly raised its price target to $366, sending a strong bullish signal. The core rationale is that Apple's AI strategy is expected to drive an iPhone replacement cycle, coupled with sustained growth in its services business, thereby reshaping growth expectations and prompting the market to reprice the company's valuation and future performance.
U.S. Stocks Extend Selloff Led by Semiconductors' Global Decline, Moonshot AI's Kimi-K3
Weekly Hot Picks: South Korea Cools Down Single-Stock Leveraged Trading! Tens of Millions of Investors Apply for Changxin Technology IPO
South Korea tightens regulation on single-stock leveraged ETFs after a trading frenzy! The U.S. and Iran exchange attacks for multiple consecutive days. U.S. inflation cools, but Waller says it’s still unsatisfactory! SpaceX’s market cap is overtaken by Apple, and tens of millions of investors apply for Changxin listings... What thrilling market moves did you miss this week?
Microsoft CEO reportedly criticized Anthropic internally: Fable model's response restrictions are too stringent.
① Anthropic previously suspended Fable due to export controls and, upon resuming the service, acknowledged that its new safety mechanisms might inadvertently block more harmless requests; ② Microsoft has invested $5 billion in Anthropic, while Nadella simultaneously advocates for enterprises to reduce their reliance on a small number of large model providers.