Core Viewpoint - Investing in artificial intelligence (AI) continues to present significant growth opportunities, with four key stocks highlighted as strong buys in March [1] Group 1: Microsoft - Microsoft is heavily investing in AI-related offerings, particularly through its Azure cloud platform, which is experiencing substantial growth [3] - Azure's revenue increased by 39% year-over-year in Q2 of fiscal year 2026, driven by partnerships, notably with OpenAI [3] - Despite a 25% decline from its all-time high, Microsoft's stock presents a buying opportunity for long-term investors [5] Group 2: Nvidia - Nvidia's stock is down approximately 11% from its all-time high, yet its valuation is considered depressed at 21.6 times forward earnings, making it cheaper than the broader market [6][8] - The company is expected to experience significant growth over the next five years due to increased AI spending, positioning it as a strong investment [8] Group 3: Broadcom - Broadcom is developing custom AI chips tailored for specific applications, which can outperform traditional GPUs at lower costs, indicating a competitive edge in the AI computing space [9] - The AI semiconductor division of Broadcom grew by 106% to $8.4 billion in Q1 of FY 2026, with expectations to exceed $100 billion in AI chip revenue by the end of 2027 [10] Group 4: Taiwan Semiconductor Manufacturing - Taiwan Semiconductor Manufacturing Company (TSMC) is the largest chip foundry globally, producing logic chips for various AI hyperscalers, making it a neutral and valuable partner in the industry [11] - TSMC anticipates a compound annual growth rate (CAGR) of nearly 60% for AI-related chips from 2024 to 2029, indicating strong growth potential [13]

Broadcom (AVGO 4.11%) is probably the least well-known trillion-dollar company. It burst onto the scene just recently, but I think it could be headed much higher. It's currently the eighth-largest company in the world by market capitalization, but after what its CEO said about its growth trajectory, it could end up in the top five before we know it. So, what did Broadcom's CEO say about demand? Let's take a look. Broadcom's AI chip business is explodingBroadcom does a lot of different things as a company. I ...

Stocks tied to artificial intelligence (AI) infrastructure remain one of the hottest areas of the market, even after three years of outsized gains. With the five largest hyperscalers alone set to spend a combined $700 billion-plus this year on AI data centers, this already huge (yet still growing) market shows little sign of slowing. Two of the companies best positioned to benefit from this surge are Nvidia (NASDAQ: NVDA) and Broadcom (NASDAQ: AVGO). However, the question is which stock looks like the be ...

There's not a lot of debate that Nvidia (NASDAQ: NVDA) has been the best way to invest in the AI buildout since it kicked off in 2023. Its stock has soared over 1,100% since then, but it has delivered relatively lackluster returns since about August of last year. There's a general sentiment in the market that Nvidia can't keep this up and is primed to be disrupted. I don't necessarily agree with that and still think Nvidia is a worthy investment pick -- but so is this company that's trying to disrupt Nvid ...

投资建议：2026 年，全球半导体产业在 AI 需求爆发与 消 费 电 子 成 本 压 力 的 双 重 驱 动 下 呈 现 显 著 分 化 ： 据 请仔细阅读报告最后的重要法律申明 第 1 页 共 12 页 证券研究报告｜TMT 行业周报 2026 年 3 月 13 日 AI 驱动 HBM 与服务器需求爆发，消费电子承压 【20260302-20260308】 周度市场回顾：本周（2026/03/02-2026/03/08）上证指 数周跌幅 0.93%收 4124.19 点，深证成指周跌幅 2.22%收 14172.63 点，创业板指周跌幅 2.45%收 3229.3 点。本周 A 股 市场呈现先抑后扬的震荡修复态势，整体围绕关键整数关口 展开多空博弈，结构性特征显著。本周沪深两市成交额呈现 "缩量整理"态势，全周日均成交额约 2.6 万亿，成交节奏 呈现"前高后低"特征，周初成交活跃，随后逐步缩量，未 出现明显增量资金进场迹象，更多体现为抛压释放后的场内 资金重新布局，市场延续震荡整理的节奏。 周度行业要闻：（1）华尔街看好博通：AI 收入前景超出 预期。博通超预期的业绩指引以及公司对毛利改善，关键生 产部 ...

Compared to the S&P 500 (SNPINDEX: ^GSPC), the Vanguard High Dividend Yield ETF (NYSEMKT: VYM) has more exposure to financials, energy, industrials, consumer staples, and utilities. That has been the winning formula in 2026, as losses from growth-focused sectors like tech and communications are weighing on the S&P 500, which has fallen 1.5% year to date compared to a 5% gain for the Vanguard High Dividend Yield ETF. The largest component of the Vanguard High Dividend Yield ETF is Broadcom (NASDAQ: AVGO), ...

以下文章来源于华尔街见闻Max ，作者杨宸 华尔街见闻Max . 华尔街见闻姊妹号，直击全球市场风暴，助力投资者决策。 伊朗战争的爆发打破了美国散户投资者持续逾一年的"逢跌必买"惯性。摩根大通最新零售雷达报告显示， 散户群体正出现"持续性疲软迹象" ，这是自该行追踪 以来极为罕见的信号。 与去年4月"对等关税"冲击后散户创纪录抄底的反应截然不同，本次地缘冲突爆发后， 散户周购买规模骤降约30% 。与此同时，散户ETF周度净流入减少 22%，终结了此前长达三个月的稳定买入势头。 摩根大通认为，此轮缺乏集中性抛售清仓的市场走势（不同于2025年4月标普500在数日内急跌进入调整区间的行情）或令散户普遍保持观望。 值得注意的是，尽管整体买入力度明显收缩， 散户对AI及科技方向的偏好依然显著 。本周散户继续增持英伟达、微软等科技巨头，同时大幅减持能源股，显 示出清晰的板块轮动逻辑。 买入冲动骤冷：散户整体流量跌破年均水平 根据摩根大通报告，3月5日至11日当周，散户总流入规模降至67亿美元，低于过去12个月周均71亿美元的水平。 散户持续偏好ETF（净流入63亿美元），对个股的兴趣则大幅萎缩，单股净流入仅4亿美元。 ...

JP Morgan's Flow Deck: When the Retail Dip Buyers Put Down the Shovel | Investing.comOil prices trim early losses as Iran supply fears overshadow Russia measuresGold prices rise but head for second weekly loss as Iran war spurs inflation fearsWall Street ends deep in the red amid renewed spike in oil prices due to Iran warThis chart could spell trouble for crypto and Bitcoin bulls# JP Morgan's Flow Deck: When the Retail Dip Buyers Put Down the ShovelBy Stephen InnesStock MarketsPublished 03/13/2026, 02:23 A ...

Broadcom Inc. (NASDAQ:AVGO) is one of the 11 Best Large-Cap Tech Stocks to Invest In.  On March 6, TheFly reported that Morgan Stanley analyst Joseph Moore lifted the price target on Broadcom Inc. (NASDAQ:AVGO) from $462 to $470, keeping an Overweight rating on the stock. Morgan Stanley Raises PT on Broadcom, Keeps Overweight Rating Photo by JESHOOTS.COM on Unsplash Moore remains positive on Broadcom following its robust quarterly performance, achieving a record Q1 FY2026 revenue of $19.31 billion, up ...

Group 1 - Zhaoyi Innovation (03986) saw an intraday increase of 1.72% amid rising shipping risks in the Hormuz Strait affecting the supply chain of key raw materials like helium [1] - Rongchang Bio (09995) rose over 3.6% after its RC288 injection application was accepted by NMPA, showing excellent anti-tumor activity and safety in preclinical studies [1] - Swire Properties (01972) increased by over 2.2% following the release of its 2025 full-year results, reporting revenue of HKD 16.041 billion, a year-on-year increase of 11%, and a basic earnings per share of HKD 1.49 [1] Group 2 - Health 160 (02656) surged over 10%, reaching a new high of HKD 140.5, with a nearly doubled stock price since March 9, despite a previous drop of about 30% on February 11 [2] - Gaming stocks collectively rose, with notable increases in companies like Boyaa Interactive (00434) up 4.44% and Tencent (00700) up 1.1%, following Apple's announcement of a commission rate adjustment for the App Store in mainland China [2] - Qidian Guofeng (01280) experienced a significant rise of over 26% after announcing a sales contract for AI servers with an independent third party [2] Group 3 - Hong Kong bank stocks fell again, with Standard Chartered (02888) down 4.67% and HSBC Holdings (00005) down 3.8%, amid ongoing tensions in the Middle East affecting transactions involving Asian balance sheets [3] - Cement stocks saw a general increase, with China National Building Material (03323) up 2.62%, as construction activity picked up post-Lantern Festival, leading to a steady recovery in cement market demand [3] - Domestic property stocks rebounded, with CIFI Holdings (00884) up 2.9% and Sunac China (01918) up 5.45%, as recent data indicated a 3.3% year-on-year decline in second-hand housing listings in Shenzhen [4] Group 4 - Yao Cai Securities (01428) saw a significant rise of over 39% after extending the acquisition offer deadline with Ant Group to March 25, 2026 [4] - PayPay (PAYP.US), a digital wallet operator backed by SoftBank, debuted on the US stock market with a 13.5% increase, achieving a market cap of nearly USD 12 billion [5] - Chinese electric vehicle companies NIO (NIO.US) and Xpeng Motors (XPEV.US) saw stock increases of 1.46% and 3.58%, respectively, amid discussions of potential collaborations with European automotive giant Stellantis [5] Group 5 - Storage stocks collectively declined, with SanDisk (SNDK.US) down 5.59% and Micron Technology (MU.US) down 3.19%, following negative sentiment from short-seller Citron Capital [6] - Optical communication stocks fell, with Applied Optoelectronics (AAOI.US) down 16.39%, despite securing a bulk order for a new data center transceiver [6] - Agricultural input stocks continued to rise, with CF Industries Holdings (CF.US) up 13.21%, driven by supply chain disruptions in the Middle East affecting fertilizer transportation [7] Group 6 - Oil stocks rose sharply, with Battalion Oil (BATL.US) up 15.48% as international oil prices surged, with WTI crude rising over 8% to USD 94.66 [8] - EHang Intelligent (EH.US) reported total revenue of RMB 509.5 million (approximately USD 72.9 million) for the fiscal year 2025, marking an 11.7% year-on-year increase, despite a net loss of RMB 231 million [8]