Nomura Securities Team: Claiming Chip Stocks Have Peaked Is Premature
BlockBeats News, July 1st, Nomura Securities' team stated that it is still too early to claim that chip stocks have peaked.
They believe that the upward momentum of chip stocks will continue for two reasons: first, the ultra-large-scale data center operators who are either going big or going home will still be unable to stop their investment by 2027, partly due to the continuous increase in storage chip costs; second, data center construction plans are accelerating.
The team described the recent chip price pullback as "healthy," but at the same time warned that the market has not yet digested some of the potential risks and shortages that may occur in the future.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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