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AI is too popular! NVIDIA, AMD, Meta, and Ultra Micro are all reaching new heights!

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At the beginning of 2024, after a brief pullback, US technology stocks surged again on the eve of the earnings season, and several Nasdaq heavyweight stocks have regained their lost ground in the bear market of 2022. Nvidia closed up 4.17%, reaching a new historical high with its stock price approaching $600. AMD closed up 7.11%, also reaching a historic high. META and AMD have also reached new highs.
After witnessing Nvidia's outstanding performance over the past year, investors are looking for "catch-up" trading targets. Benefiting from the wave of artificial intelligence, Nvidia's stock price hit a new high on January 19th, approaching $600. The cumulative increase in three weeks from the beginning of the year to now has exceeded 20%, and its market value is close to $1.5 trillion. AMD has risen over 18% this week, with its latest market value at $281.5 billion.
Last December, AMD released the new MI300 series AI chips in an attempt to challenge Nvidia's dominant position in the field of artificial intelligence chips. AMD claims that the MI300 series chips perform better than Nvidia's H100 graphics cards and have received orders from Microsoft, Oracle, Meta, and OpenAI.
According to China Securities News, technology analyst Beth Kindig predicts that the shipment of MI300 chips this year will reach 300000 to 400000 pieces, and the shipment of Nvidia H100 will reach 1.5-2 million pieces.
Barclays Bank has raised its target price for AMD's stock price from $120 to $200, and is expected to achieve $4 billion in AI chip sales this year. At the same time, KeyBanc analysts, a well-known investment bank on Wall Street, raised the AMD target price from $170 to $195, reflecting strong demand for AI servers and confidence in future potential among major companies.
US investment bank Cowen continues to be bullish on AMD, raising its target stock price from $130 to $185 and stating that the MI300 is becoming an increasingly powerful alternative to the AI market. In addition, American investment bank Susquehanna Financial has raised AMD's target price to $170. In the view of analysts, although Nvidia's leading position cannot be underestimated, the market's expectations and demand for a second provider will further develop the software ecosystem, which is conducive to the rise of AMD.
On Friday, Meta's stock price closed up 2%, continuing the trend of over 200% in 2023, indicating that investors are satisfied with Meta's continuous layoffs and cost cutting measures. Moreover, Meta is in a leading position in the latest artificial intelligence competition with long-term technological accumulation. Zuckerberg's passion for artificial intelligence is clearly more appealing to investors than investing in the metaverse.
In addition, Zuckerberg posted on social media that Meta is strengthening its artificial intelligence research team and is enriching its AI infrastructure "ammunition depot". It plans to purchase 350000 H100 GPU chips from chip designer Nvidia by the end of the year, bringing the company's total GPU count to about 600000, ranking among the world's most powerful AI systems.
However, currently Meta has not broken through the previous high set during the tech bull market in September 2021, when its market value was close to $1.1 trillion, while its current market value is less than $1 trillion.
In addition to Meta, Supermicro's performance on Friday was also impressive, with a surge of 36% on the day, reaching a historic high.
The company stated that its revenue for the second quarter ending December 31 will reach $3.6 billion to $3.65 billion, far exceeding its previous expectations of $2.7 billion to $2.9 billion. The adjusted earnings per share, which also exceeded Wall Street analysts' expectations of $3.06 billion, will be between $5.40 and $5.55, higher than the previous expectations of $4.40 to $4.48 per share.
Microelectronics is one of the most impressive technology stocks in 2022 and 2023, with a surge of 246% last year and an increase of 87% the year before. Since the end of 2018, the stock price of Microelectronics has risen nearly 30 times. If we had bought $10000 worth of Microelectronics stocks five years ago, our holdings would now be worth nearly $300000.
According to the median of the ultra-fine performance guidelines, the company expects its revenue to double in the second quarter compared to the same period last year. The complete financial report of AMD is scheduled to be released later this month.
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