智通财经网·2025-07-17 03:38Core Viewpoint - The technology sector is expected to show strong earnings performance in Q2, driven primarily by spending in cloud computing and artificial intelligence [1] Group 1: Technology Sector Outlook - Wedbush recommends five major tech stocks for the second half of the year: Nvidia (NVDA.US), Meta (META.US), Microsoft (MSFT.US), Palantir (PLTR.US), and Tesla (TSLA.US) [1] - Analysts believe that the upcoming earnings season will be robust, with a strong performance anticipated from major tech companies [1] - The "AI revolution" is accelerating growth in semiconductors, software, and both enterprise and consumer sectors [1] Group 2: Future Growth Projections - Analysts predict a significant growth wave from $2 trillion in spending on AI technology and applications by enterprises and governments over the next three years [1] - The current period is seen as a "golden age" for technology stocks, with expectations of a substantial rise in tech stocks by the second half of 2025 [2] - 2025 is identified as a turning point for generative AI development, with companies transitioning from concept to large-scale application [2] Group 3: Economic and Strategic Factors - Analysts expect a softening of the Trump administration's hardline stance on tariffs, leading to comprehensive trade agreements that will not significantly impact large tech companies [2] - Nvidia's recent decision to resume sales of its H20 chips to China is viewed as a strategic positive for the tech industry [2] Group 4: Ecosystem Impact of AI Investment - In the early stages of AI application, Nvidia chips and cloud computing products are primarily utilized, with an estimated return of $8 to $10 for every $1 invested in Nvidia products across the tech ecosystem [3]