Nvidia (NVDA) led chip stock higher on Friday after the broader market saw gains after several days of technology-led selloffs, especially in the software sector. The tech-focused Nasdaq Composite (COMP:IND) rose around 1.2%. At the same time, the benchmark S&P 500 ( ...

Core Insights - The chip stock sector is expected to continue its rally, according to Jefferies, indicating a positive outlook for the industry in the coming years [2]. Company Summaries - Broadcom (AVGO) is highlighted as a strong investment opportunity, benefiting from ongoing demand in the semiconductor market [2]. - Nvidia (NVDA) is also recommended, with its leadership in AI and gaming driving growth prospects [2]. - Marvell Technology (MRVL) is mentioned as a key player, with potential for significant gains as the market evolves [2].

早盘芯片股震荡走强， 华虹公司涨超7%，股价创历史新高， 东芯股份涨超10%， 芯导科技、 峰岹科 技、 宏微科技、 赛微电子、 海光信息等跟涨。国际 半导体产业协会（SEMI）的最新数据显示，2025 年第二季度全球硅晶圆出货量达到3327百万平方英寸，与2024年同期的3035百万平方英寸相比增长 9.6%。 ...