Annie 所长|8月 04, 2026 08:15
Semiconductor Sector Future Trend Prediction:
1. Overall Judgment: Short-term peak reached.
Might see a small rebound to lure retail investors, followed by a 20%-30% pullback to weekly fair value support. After that, we’ll see if it can continue to rise.
2. AMD
Best short-term scenario: first push to $520-$540, then pull back to around $380-$360 (buy observation zone).
Tuesday’s post-market earnings report could be the trigger for a drop.
3. Micron MU
Might first push to $1000, then fall back to the $550-$600 range (key buy zone to watch). Currently, it’s about 22% away from the fair value low.
4. Intel INTC
Short-term rebound likely to $130, then drop to the $70-$75 range (a good buy reference zone).
5. NVIDIA NVDA
High probability of falling back to around $188-$184 (buying opportunity).
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