TechFlow news, on June 30, the weighting of the chip sector in the S&P 500 Index has risen to a record 19.7%, nearly quadrupling compared to 2020 levels, driven mainly by the investment boom in Artificial Intelligence (AI). As demand for AI infrastructure and computing power continues to expand, chip stocks have become one of the core drivers of this round of US stock market gains, and the overall structure of the S&P 500 has consequently become further concentrated among a few tech and chip leaders, while also exacerbating market concerns over excessive index concentration and high valuations. Despite this, continuous inflows into related ETFs are still supporting the sector's performance. Market participants are closely watching whether AI capital expenditures can continue to be realized to support current semiconductor valuation levels.
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