I think Kevin Walsh should tak

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I think Kevin Walsh should take on a leadership role instead of just being another cast member.

U.S. stock changes | Bank of America said the decline of semiconductor sector was only a temporary adjustment, and AMD rose more than 8%

美国银行发布报告明确指出，近期的半导体板块下跌只是暂时性调整，而非AI需求的根本性转变。该行认为，费城半导体指数在第二季度暴涨88%后，在第三季度出现11%的回调，恰好与板块历史上季节性疲软的规律相吻合，是一次“健康的重置”，而非趋势逆转。

U.S. stock changes | Bank of America said the decline of semiconductor sector was only a temporary adjustment, and AMD rose more than 8%

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{"i18n":{"language":"en_US"},"data":{"magic":2,"id":582955699110848,"tweetId":"582955699110848","gmtCreate":1783353396862,"gmtModify":1783355267189,"author":{"id":4243246912399102,"idStr":"4243246912399102","authorId":4243246912399102,"authorIdStr":"4243246912399102","name":"DARLEZ","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>I think Kevin Walsh should take on a leadership role instead of just being another cast member.</p></body></html>","htmlText":"<html><head></head><body><p>I think Kevin Walsh should take on a leadership role instead of just being another cast member.</p></body></html>","text":"I think Kevin Walsh should take on a leadership role instead of just being another cast member.","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/582955699110848","repostId":2649622094,"repostType":2,"repost":{"id":"2649622094","kind":"news","pubTimestamp":1783350826,"share":"https://ttm.financial/m/news/2649622094?lang=en_US&edition=fundamental","pubTime":"2026-07-06 23:13","market":"us","language":"zh","title":"U.S. stock changes | Bank of America said the decline of semiconductor sector was only a temporary adjustment, and AMD rose more than 8%","url":"https://stock-news.laohu8.com/highlight/detail?id=2649622094","media":"智通财经","summary":"美国银行发布报告明确指出，近期的半导体板块下跌只是暂时性调整，而非AI需求的根本性转变。该行认为，费城半导体指数在第二季度暴涨88%后，在第三季度出现11%的回调，恰好与板块历史上季节性疲软的规律相吻合，是一次“健康的重置”，而非趋势逆转。","content":"<p><html><head></head><body><p style=\"text-align: left;\">On July 6,<a href=\"https://laohu8.com/S/AMD\">AMD</a>Shares traded higher, rising more than 8.23% to $560.44. The Philadelphia Semiconductor Index rose more than 4%.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/04c5a119bc7fa4744eddabab51f912f6\" data-align=\"center\" tg-width=\"1858\" tg-height=\"1016\"/><span></span></p><p><p style=\"text-align: left;\">On the news, Bank of America released a report that clearly pointed out that the recent decline in the semiconductor sector is only a temporary adjustment, not a fundamental change in AI demand. The bank believes that after the Philadelphia Semiconductor Index soared by 88% in the second quarter, there was an 11% correction in the third quarter, which coincided with the law of seasonal weakness in the history of the sector, and was a \"healthy reset\" rather than a trend reversal.<a href=\"https://laohu8.com/S/SSNLF\">Samsung Electronics</a>Will report results on Tuesday, and the chipmaker's earnings performance will be closely watched after shares have risen 165% this year. A few days later,<a href=\"https://laohu8.com/S/SKHY\">SK Hynix</a>It will also advance a $28 billion U.S. listing.</p><p></body></html></p>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. stock changes | Bank of America said the decline of semiconductor sector was only a temporary adjustment, and AMD rose more than 8%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. stock changes | Bank of America said the decline of semiconductor sector was only a temporary adjustment, and AMD rose more than 8%\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2026-07-06 23:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><p style=\"text-align: left;\">On July 6,<a href=\"https://laohu8.com/S/AMD\">AMD</a>Shares traded higher, rising more than 8.23% to $560.44. The Philadelphia Semiconductor Index rose more than 4%.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/04c5a119bc7fa4744eddabab51f912f6\" data-align=\"center\" tg-width=\"1858\" tg-height=\"1016\"/><span></span></p><p><p style=\"text-align: left;\">On the news, Bank of America released a report that clearly pointed out that the recent decline in the semiconductor sector is only a temporary adjustment, not a fundamental change in AI demand. The bank believes that after the Philadelphia Semiconductor Index soared by 88% in the second quarter, there was an 11% correction in the third quarter, which coincided with the law of seasonal weakness in the history of the sector, and was a \"healthy reset\" rather than a trend reversal.<a href=\"https://laohu8.com/S/SSNLF\">Samsung Electronics</a>Will report results on Tuesday, and the chipmaker's earnings performance will be closely watched after shares have risen 165% this year. A few days later,<a href=\"https://laohu8.com/S/SKHY\">SK Hynix</a>It will also advance a $28 billion U.S. listing.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/1463794.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a593d85be38c3aa543ab3056553101ff","relate_stocks":{"ARTY":"ISHARES FUTURE AI & TECH ETF","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","PSI":"INVESCO SEMICONDUCTORS ETF","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","CNAV":"Mohr Company Nav ETF","BK4554":"元宇宙及AR概念","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","SOXX":"iShares费城交易所半导体ETF","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","SOXY":"YieldMax Target 12 Semiconductor Option Income ETF","BK4585":"ETF&股票定投概念","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU0174119429.USD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"A\" ACC","AMUU":"2倍做多AMD ETF-Direxion","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2462591350.SGD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"AN\" (SGDHDG) ACC","FTXL":"First Trust Nasdaq Semiconductor ETF","LU2355687059.USD":"NORDEA 1 GLOBAL IMPACT  \"BP\" (USD) ACC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","AMYY":"GraniteShares YieldBOOST AMD ETF","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4588":"碎股","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","IETC":"iShares U.S. Tech Independence Focused ETF","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","TRFK":"PACER DATA AND DIGITAL REVOLUTION ETF","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","SG9999001424.SGD":"United E-Commerce Fund SGD","DAMD":"2倍做空AMD ETF-Defiance","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","AMD":"美国超微公司","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","USXF":"iShares ESG Advanced MSCI USA ETF","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LEGR":"First Trust Indxx Innovative Transaction & Process ETF","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","BK4529":"IDC概念","BK4566":"资本集团","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","AMDD":"1倍做空AMD ETF-Direxion","ILDR":"First Trust Innovation Leaders ETF","AMDG":"2倍做多AMD ETF- Leverage Shares","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4605":"半导体精选","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","AMDL":"2倍做多AMD ETF-GraniteShares","FAI":"First Trust Bloomberg Artificial Intelligence ETF","BAI":"iShares A.I. 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Rowe Price Technology ETF"},"source_url":"http://www.zhitongcaijing.com/content/detail/1463794.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2649622094","content_text":"7月6日，AMD股价走高，涨超8.23%，报560.44美元。费城半导体指数涨超4%。消息面上，美国银行发布报告明确指出，近期的半导体板块下跌只是暂时性调整，而非AI需求的根本性转变。该行认为，费城半导体指数在第二季度暴涨88%后，在第三季度出现11%的回调，恰好与板块历史上季节性疲软的规律相吻合，是一次“健康的重置”，而非趋势逆转。三星电子将在周二公布业绩，这家芯片制造商今年以来股价已上涨165%，其财报表现将受到密切关注。几天后，SK海力士还将推进规模280亿美元的美国上市。","news_type":1,"symbols_score_info":{"FTXL":0.6,"CHPS":0.6,"FAI":0.6,"BAI":0.6,"QQQA":0.6,"TTEQ":0.6,"SMHX":0.6,"AMDU":0.6,"USXF":0.6,"CHAT":0.6,"SOXY":0.6,"AMDW":0.6,"ILDR":0.6,"AMD":2.1,"AMDD":0.6,"AMDS":0.6,"SMH":0.6,"DAMD":0.6,"IETC":0.6,"XNTK":0.6,"TRFK":0.6,"TEK":0.6,"WUGI":0.6,"PSI":0.6,"AIQ":0.6,"CNAV":0.6,"SOXX":0.6,"AMYY":0.6,"LEGR":0.6,"AMDL":0.6,"AMDG":0.6,"AMUU":0.6,"AIS":0.6,"ARTY":0.6,"AMDY":0.6,"WISE":0.6}},"isVote":1,"tweetType":1,"viewCount":134,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":79,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}