주식/증권
📈 긍정적
Chip stocks hit record 19.7% of S&P 500, quadrupling since 2020
요약
Nvidia sits at the center of this story as the single largest driver of the sector’s index weight expansion over the past few years amid the AI boom. However, the broadening of the semiconductor trade to include Broadcom, TSCM, ASML, AMD, and more recently memory stocks like Micron and SanDisk has pushed the index higher and higher.