To The Moon

In the past two weeks, the chaotic fighting mode among major assets in the financial market has not subsided. On the contrary, with the change of news, the traditional mode of risky assets and safe-haven assets dancing together has intensified. Among them, Nvidia, which was affected by Sino-US chip relations, was accidentally shot. The technical risk of breaking the position also brought greater downward pressure to the US stock index.In the middle of last week, the news about restricting the sale of high-end graphics cards came out, which not only made the domestic graphics card scalpers who had been silent for many years eager to move, but also made NVIDIA, a hot US AI concept stock in the first half of the year, fall continuously. Although the follow-up "rumor-dispelling" retail is not

The AI boom in the U.S. stock market technology sector has boosted the $NASDAQ(.IXIC)$ and $S&P 500(.SPX)$ this year.To put things into perspective: 10 stocks have contributed 90% of $S&P 500(.SPX)$ 's 13.0% gain this year, the most concentrated market ever, Bernstein says. The stocks are $Apple(AAPL)$ (up 41.45%), $Microsoft(MSFT)$ (+38.37%), $NVIDIA Corp(NVDA)$ (+170.17%), $Alphabet(GOOG)$ (+40.14%), $Amazon.com(AMZN)$ (+50.68%),