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JPMorgan strategists expect earnings growth to drive rebound in chip stocks
1 day ago /
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Author：小编
JPMorgan strategists say that AI-related stocks may struggle to remain under pressure for long, as robust earnings growth and improved valuations will rekindle demand, particularly among semiconductor companies. The team points out that semiconductor stocks have become disconnected from improved earnings prospects, with substantial supply growth not expected until 2028. The current anticipation of a price inflection point is premature, as fundamentals remain favorable. Currently, the relative strength index of these chip stocks is nearing oversold levels. If capital expenditure expectations from hyperscale data center operators remain strong, investors should consider repositioning in these stocks during the summer.
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