Zheng Quan Shi Bao·2025-11-12 15:37Core Viewpoint - The U.S. stock market saw a significant rise in semiconductor stocks, with the Philadelphia Semiconductor Index increasing by over 2%, driven by strong performance expectations from companies like AMD and GlobalFoundries [1][2][4]. Semiconductor Industry - AMD's stock surged nearly 10% after the company projected an annual revenue growth rate of approximately 35% over the next three to five years, with AI chip business growth potentially reaching 80% [2][4]. - AMD's CEO, Lisa Su, anticipates the AI chip market will reach $1 trillion by 2030, and the company aims to increase its market share [2][4]. - GlobalFoundries experienced a brief increase of nearly 7% but later saw a decline. The company reported Q3 revenue of $1.69 billion, a year-over-year decrease of 2.9%, exceeding expectations by $10 million [4]. - GlobalFoundries' CEO, Tim Breen, highlighted strong performance in automotive, communication infrastructure, and data center markets, achieving significant year-over-year growth [4]. Other Companies in the Semiconductor Sector - Microchip Technology rose over 3%, and ON Semiconductor increased by over 2%, while other companies like Marvell Technology, Texas Instruments, and Qualcomm saw gains of over 1% [6]. - The overall performance of the semiconductor sector reflects a positive sentiment in the market, particularly in relation to AI and data center investments [4][6]. Financial Sector - Financial stocks performed strongly, with Goldman Sachs, Morgan Stanley, and Citigroup all rising over 3%, while Wells Fargo and JPMorgan Chase increased by over 2% [7]. Technology Giants - Among the major tech companies, only NVIDIA saw a slight increase of 0.19%, while others like Microsoft, Amazon, Apple, Tesla, Meta, and Alphabet experienced declines [8]. Chinese Stocks - Chinese stocks showed weak performance, with the Nasdaq Golden Dragon China Index dropping over 1.6%, and specific companies like Tencent Music and Daqo New Energy seeing significant declines [9].