Investment experts: technology stocks are completely defeated, but semiconductor companies still have value for purchase.

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 Investment experts: technology stocks are completely defeated, but semiconductor companies still have value for purchase.


Tapper said that as a whole, these stocks have risen 76% in the past three years, and have gone too far. But he favors a few other companies like Nvidia. The stock rose 650% in three years, but it fell 25% in the past month.

Semiconductor stocks have indeed become the spearhead of the Sino-US trade war, and other adverse factors are plaguing the entire industry. Last month, for example, AMDs share price fell sharply after announcing lower than Wall Streets expected revenue.

Other strategists agree that investors may want to be more selective in the semiconductor sector rather than buying large investment vehicles such as SMH, which tracks the performance of the 25 largest semiconductor companies in the United States.

Stacey Gilbert, director of derivatives strategy at Susquehanna, points out that investors may consider shares in TSMC and Marvell. Gilbert said in the trading nation program: of course, we should not just look at trades. In fact, our analysts, MehdiHosseini and ChrisRolland, are still cautious about this area. If you look at the semiconductor ETF (Exchange Traded Funds), such as SMH, you will find that its tone is still more cautious. Gilbert said that TSMC is a company with strong long-term growth potential, and Marvell is a reliable company that can see growth in the future. SMH fell more than 2% last Friday, trading at about $95.50 per share. (Vicky) the source of this article: NetEase science and technology report editor: Zhang Zutao _NT5054

Stacey Gilbert, director of derivatives strategy at Susquehanna, points out that investors may consider shares in TSMC and Marvell.

Gilbert said in the trading nation program: of course, we should not just look at trades. In fact, our analysts, MehdiHosseini and ChrisRolland, are still cautious about this area. If you look at the semiconductor ETF (Exchange Traded Funds), such as SMH, you will find that its tone is still more cautious.

Gilbert said that TSMC is a company with strong long-term growth potential, and Marvell is a reliable company that can see growth in the future.

SMH fell more than 2% last Friday, trading at about $95.50 per share. (Vicky)