Besides the "Seven Sisters," there are other tech stocks worth paying attention to.

The Nasdaq and S&P 500 indices have performed spectacularly in the past two months, and the gains of these two indices were largely driven by the "Seven Sisters". So, some friends asked me these days: besides these high-gain companies, what other "hot" stocks are worth looking at? Actually, most of the "Seven Sisters" are related to AI. Looking into the future, AI may also lead the global investment trend. So, let's take a closer look at AI stocks.

AMD. The chip stock is undoubtedly the most dazzling one in the global market this year, but people's attention seems to be focused on "the first stock in the universe" Nvidia, ignoring the performance of other chip stocks. Recently, with Nvidia's stock price adjustment, funds began to find potential stocks in the second tier, and AMD became a hot pot.

The analyst of Rosenblatt Securities said that the reason to prefer AMD rather than Nvidia is that the former's share has already reached 14% to 16% of the market, and its share will continue to grow with the development of AI and its MI3xx products.

Mei Guang Technology. As a leader in the chip industry, the industry has always had a saying: as long as you believe that the demand for AI accelerators will continue to grow, the growth of Meiguan is very attractive.

Some institutions predict that the sales of American technology in the third quarter will reach $6.4 billion to $6.6 billion, and with the popularization of AI PCs in the future, the demand for HBM chips may increase, and Meiguan will occupy about 23% to 25% of the market.

In addition to the above two, there are also Apple, Qualcomm and other companies on the list. Astute friends may have noticed that the institutions are looking at almost all technology stocks, and most of them are the holding stocks of the Nasdaq 100 ETF (159659). So, if I choose, I may be more inclined to use the index to lay out the position, not only to have a better experience, but also to have a more balanced risk and return.

Account: Jiancheng Notes