Retail investors continue to concentrate funds in Micron and SK hynix
JPMorgan analyzed that retail investors are pouring substantial funds into memory semiconductors, which are seen as beneficiaries of AI, and that there is little evidence of widespread profit-taking even though Micron and SK hynix have surpassed a market capitalization of 1trillion dollars. The report said that AI’s shift in the stages of work is driving demand for high-performance memory.
In a recent report, JPMorgan analyzed that retail investors are flocking to memory semiconductor stocks. The report said retail investors’ net buying has continued. It said there is little evidence that this trend is leading to widespread profit-taking.
The report noted that there are no signs of large-scale profit-taking by retail investors even though Micron and SK hynix have surpassed a market capitalization of 1trillion dollars. It noted that share prices have risen rapidly for some stocks. However, the report said selling signals are weak.
The report classified memory semiconductors as a key resource for the AI industry. It said demand for high-performance memory is increasing as AI shifts from a training-focused stage to an inference-focused stage. The report said this increase in demand is adding to investment demand in the memory sector.
The report said it observed individual investors’ funds concentrating in the memory sector. It said it observed investors maintaining their positions rather than taking profits despite a sharp rise in share prices. The report explained that this trend was linked to short-term trading patterns.
The report 28presented these observations in a report. It compiled its findings based on specific trading data and demand indicators. The report added that future demand trends and investor behavior should be monitored.
Sources: 연합인포맥스
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