This round of rebound, what are smart money buying?

In the face of the violent rebound of chip stocks on June 8, should ordinary investors follow the trend and chase the rally, or stay calm and position strategically?

From the perspective of institutional holdings, the most favored market segments are not a single track, but the "three driving forces" in the AI hardware industry chain: computing chips, memory chips, and interconnection chips. Whether it's NVIDIA's GPUs, Google's TPUs, or Maweil's switching chips, they are essentially capitalizing on the underlying infrastructure dividends driven by the explosive demand for AI computing power.

For ordinary investors, the best strategy in the current volatile market is to build positions gradually rather than go all-in at once. Under the premise of maintaining the AI main theme, a "core + satellite" allocation approach can be adopted. The core holdings should include leading companies like NVIDIA; satellite holdings should include more flexible segments within the industry chain, such as memory chips represented by Micron Technology, ASIC leaders like Broadcom and Maweil Technology, and traditional CPU and GPU players like AMD. All positions are recommended to be held in spot, without leverage.

Buy on dips and hold long-term; in the grand trend of AI industry development, patience is more important than short-term timing. The narrative of AI hardware is far from over.

#美股AI概念股普涨