Dan Bin trích dẫn chuyên gia của Morgan: Cuộc tăng giá của Nasdaq do AI thúc đẩy sẽ tiếp tục vào tháng Tám

The Huoxing Finance report states that on August 3, Dongfang Gangwan Chairman Dan Bin forwarded a Morgan analyst’s view this morning, stating that in July, the chip sector experienced a sharp decline and massive leveraged liquidations; however, within the grand AI cycle, such a correction is both inevitable and a sign of market health. The market has yet to fully grasp the infinite demand potential of AI as an "intelligent" product, and concerns over giant capital expenditures are echoing the early days of Amazon AWS, but the AI opportunity is far greater. Capital is flowing back from low-quality tech stocks to high-quality assets, validating the prediction of a "comeback of the kings" by end of 2026. Memory chips still carry cyclical risks and high volatility; it is advisable to wait for technical recovery, with stronger confidence in NVIDIA, Broadcom, and TSMC due to their solid fundamentals, as capital will increasingly flow toward high-quality application layers. On the other hand, hyperscale cloud providers are accelerating business growth, with large and still rapidly increasing order backlogs, indicating that previous penalties on capital expenditures were misjudged—these investments will translate into definite future revenues. Looking ahead to August, the Nasdaq rebound is expected to continue until NVIDIA’s earnings report, with the tech sector’s rolling adjustment nearing its end and capital accelerating back into high-quality tech stocks. In terms of specific sector operations, it is not advisable to chase highs in the chip and memory sectors at this time. However, investors may adopt a short-term swing strategy of buying on dips until the memory sector fully completes its technical bottom formation.