iFinance(@iFinance):This is crazy: $SOXL $INTC $AMD $MU $ARM just hit an all-time high. Semiconductor stocks now account for ~19% of the S&P 500’s market cap, the highest ever and nearly double their weight at the 2000 Dot-Com peak. Is this another bubble, or a new market regime?

iFinance

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iFinance: Independent Finance Intelligence.

参加 August 2012

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iFinance@iFinance

2026.06.21 07:51

This is crazy: $SOXL $INTC $AMD $MU $ARM just hit an all-time high. Semiconductor stocks now account for ~19% of the S&P 500’s market cap, the highest ever and nearly double their weight at the 2000 Dot-Com peak. Is this another bubble, or a new market regime?