Nvidia's GPUs are the sexier story, but advanced packaging companies may be the next big AI growth story.
公用事業股近期成為了升市火車頭,過去五天上升了超過 4%,成為了今年表現最好的一周。華爾街分析師認為,市場對今年稍後減息的預期,以及AI長遠對電力需求的增加,令這個防守股類別看起來很有吸引力。
Dow Jones futures: Inflation reports loom with the stock market near record highs. Taiwan Semiconductor is in buy range.