华尔街们继续看好，科技龙头股还能涨？
The AI wave is sweeping the US stock market, with Apple, Microsoft, Alphabet-C, Amazon, Meta, NVIDIA, and Tesla, the "seven giants," seeing their market value soar by 60% to a staggering $11 trillion this year.
And the upward trend seems to continue, with NVIDIA, Microsoft, Broadcom, and other leading US stocks continuously hitting new all-time highs.
On Friday, July 14th, NVIDIA's stock price surged more than 3% in early trading, reaching a historical high of $480 per share. NVIDIA has risen over 217% this year.
Broadcom, known as the next "NVIDIA," also hit a historical high of $903.35 per share, with a gain of over 60% this year.
Truist analyst William Stein said that after conducting extensive industry research, these two chip manufacturers have the greatest growth potential in the AI chip market.
After Broadcom released better-than-expected financial results, Wall Street analysts believe that Broadcom is likely to be another company benefiting from the demand for AI infrastructure, following NVIDIA. Broadcom CEO Hock Tan stated during the earnings conference call that the AI boom will double the company's AI-related revenue, and it is expected that AI-related revenue will increase to approximately $7.5 billion in the next fiscal year.
Meanwhile, Microsoft, which is widely favored by Wall Street analysts, continues to hit new all-time highs.
On July 15th, after Morgan Stanley, UBS also expressed optimism about Microsoft and raised its target price to $400. Microsoft's stock price rose more than 2% in early trading, reaching $351.43, with the potential to challenge the closing high of $348.10 set on June 15th.
Microsoft ultimately closed up nearly 0.8% at $345.24, approaching the historical high set on June 15th. Microsoft has also risen more than 44% this year.
UBS analyst Karl Keirstead upgraded Microsoft's rating to "buy" and raised its target stock price to $400, representing a potential increase of over 16% from the previous day's closing price.
Morgan Stanley analyst Keith Weiss stated in the latest report that Microsoft is their top choice among large software companies, and AI will help Microsoft take off and become the second technology giant to reach a market value of $3 trillion after Apple. **
Morgan Stanley has raised its target price for Microsoft's next 12 months from $335 to $415 and maintains its buy rating on the stock. This implies a potential upside of about 20% for Microsoft, with a market value reaching approximately $3.1 trillion.
Amid the AI boom, cybersecurity company Fortinet has also reached a new closing record. Fortinet closed up 0.9% on Friday, reaching a historical high of $78.92. Year-to-date, Fortinet has surged over 62%.
In a recent report, Morgan Stanley analyst Hamza Fodderwala stated that Microsoft's gradual expansion in the field of cybersecurity will not have a significant impact on cloud network security providers like Fortinet.