If this wave is real, the chip market may have just begun

Finally, a more forward-looking point: if the rise of Intel and Texas Instruments is not a short-term rebound but a trend reversal, what will happen?
First, funds will gradually shift from high-valued AI leaders to low-valued targets;
Second, the valuation center of the entire semiconductor sector will move upward;
Third, the market will shift from "spot explosions" to "widespread diffusion."
This is actually a typical feature of mid-cycle bull markets.
Of course, the premise is that the fundamentals continue to be validated, such as AI demand, industrial recovery, etc.
To sum up:
If the leaders are the sparks, then the catch-up rally is the spreading fire.

#英特尔与德州仪器大涨