Citi predicts a divergence in US chip stocks: bullish on Micron Technology, bearish on Qualcomm
Show original
Bitget offers one-stop trading for cryptocurrencies, stocks, and gold. Trade now!
A welcome pack worth 6200 USDT for new users! Sign up now!
Golden Ten Data July 6th|Citigroup analysts stated in a research report: "Given that DRAM chip prices are expected to rise in the second half of 2026, Micron Technology has been placed on the 'upside catalyst' watch list; meanwhile, due to sluggish growth in smartphone sales, Qualcomm has been placed on the 'downside catalyst' watch list." Citigroup analysts noted: "Fundamentally, demand for AI computing remains greater than supply, as evidenced by AWS EC2 GPU prices recently rising by 20%. DRAM shortages are currently the biggest constraint on computing power supply."
0
0
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.
Understand the market, then trade.
Bitget offers one-stop trading for cryptocurrencies, stocks, and gold.
Trade now!
You may also like
Rig Tenders releases 2026 Annual and Sustainability Report
Bitget•2026/09/28 07:28
Spot gold drops over 3%, COMEX gold futures plunge over 3%.
AiCoin•2026/09/28 07:25
TKG Huchems signs KRW 337.82 billion nitric acid supply contract for Indonesia
Bitget•2026/09/28 07:17
"The Big Short" Burry: AI infrastructure has become a key pillar of the US economy; Trump cannot afford to let the AI boom fail
Michael Burry stated that the current success of the artificial intelligence (AI) industry is just as crucial for the U.S. government as it is for the tech giants driving this boom.
智通财经•2026/09/28 07:16
Crypto prices
MoreBitcoin
BTC
$82,939.52
-1.86%
Ethereum
ETH
$2,643.97
-2.33%
Tether USDt
USDT
$0.9995
-0.02%
BNB
BNB
$761
-1.86%
XRP
XRP
$1.47
-3.44%
USDC
USDC
$0.9999
+0.00%
Solana
SOL
$118.23
-2.78%
TRON
TRX
$0.3334
+0.05%
Zcash
ZEC
$1,539.96
-7.35%
Hyperliquid
HYPE
$89.04
-4.19%
How to buy BTC
Bitget lists BTC – Buy or sell BTC quickly on Bitget!
Trade now
Become a trader now?A welcome pack worth 6200 USDT for new users!
Sign up now