智通财经APP获悉，周一，芯片股普涨，高通(QCOM.US)涨近10%，美光科技(MU.US)涨逾6%，英特尔(INTC.US)涨逾3%，英伟达(NVDA.US)涨2%。
摩根大通的头寸数据显示，上周个人投资者对科技股的买入规模升至一年来最高水平，其中受益于人工智能热潮的内存芯片制造商等公司最受青睐。硬件类股录得史上第二大的资金流入。
Strategas Securities LLC技术及宏观策略主管Chris Verrone在给客户的报告中表示：“半导体板块已经变得非理性，某些情况下其极端程度已达到或超过1999年。抛物线图表有时会走出独立行情，我们并不预测市场将在哪天或哪个小时逆转，但投资者应在此处保护好头寸并保持高度警惕。”
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.