Has US tech peaked? Chinese AI leads in the July surge

Has US tech peaked? Chinese AI leads in the July surge

Technology stocks are climbing globally, but so far into July, it's Hong Kong that is outperforming, as significant capital inflow lifts the technology index there and AI-aligned stocks. It's been a dramatic uptick for a key global technology market. And it looks like structural factors are in place to support continued growth as China doubles-down on a self-sufficient AI sector. Watchlist: SMIC, Take Two, Fletcher Building Check out these stocks: www.moomoo.com/quote [http://www.moomoo.com/quote]

Powerful rally grips cyber security over urgent AI fears

Markets flipped from yesterday's tech sector downturn as investors rushed back to AI. Few sectors are running as hot as cyber security, in a bull run since Anthropic launched its Mythos model that freaked out corporations and governments alike, and set off a stampede into AI security. Some stocks have doubled in three months, as the whole sector is expected to do by 2030. Watchlist: Fortinet, Alibaba, Minerals 260 Check out these stocks: www.moomoo.com/quote [http://www.moomoo.com/quote]

Expect long bull run in robot stocks in the physical AI age

Healthcare is one sector benefiting as investors exit highly valued technology stocks. Daily swings in leading stocks such as Intel indicate the market's current intense volatility. And that applies to the most bullish sectors, such as robotics, where advancements (and need) are set to create a huge market in the years ahead. Watchlist: Intuitive Surgical, Levi Strauss, CSL Check out these stocks: www.moomoo.com/quote [http://www.moomoo.com/quote]

Gold has fallen 30% since its high this year – time to buy?

It's not just technology stocks rallying, we're also saw an uptick in commodities, including gold, with the price now above US$4150. But will it rally higher or fall further? Global investment banks maintain their ambitious target for the yellow metal by year end. But there's reason for caution as inflation and interest rate expectations change. Watchlist: Global X Physical Gold Structured ETF, Rocket Lab, Tesla Check out these stocks: www.moomoo.com/quote [http://www.moomoo.com/quote]

AI demand squeeze: investors' four big bottleneck bets

As a big tech selloff takes hold in global markets, it's not the chips or hyperscalers winning investor interest, it's the industries that make them function. Those machinery and infrastructure stocks are in demand as the AI build out continues to heighten. We outline four critical sectors to watch. Watchlist: iShares Semiconductor ETF, Teradyne, Nextdc Check out these stocks: www.moomoo.com/quote [http://www.moomoo.com/quote]