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BlockBeats News, June 30th: Jefferies analyst Blayne Curtis reiterated a Buy rating on AVGO and set a $550 price target, noting that the recent stock price pullback has created a buying opportunity, with 2028 fiscal year EPS potentially reaching $30-40. The analyst emphasized that Broadcom's TPU roadmap is progressing as planned, with a long-term agreement with Google until 2031 ensuring minimum revenue, while concerns about MTK's competition have been overemphasized.

Popularity rankings show that HYPE tops the popularity list, SYN has the largest increase, and the popularity ranking is as follows: ① HYPE ($65.10, 4.19%) ② RAVE ($0.3747, -20.80%) ③ TAC ($0.06188, 29.54%) ④ ACT ($0.01127, -14.49%) ⑤ LAB ($13.67, -16.54%) SYN's main capital inflow is average, with a 24-hour net inflow of $6.11 million and 24-hour trading volume of $441 million, including main net inflow of $901 thousand.

Philadelphia Semiconductor Index rose 81% in the second quarter, while Nasdaq-100 increased 25% and S&P 500 rose 14% in the same period. Cantor Fitzgerald Senior Managing Director and Technology Strategist CJ Muse stated that the six-month surge was driven by massive investments in AI infrastructure, but investors are beginning to question its sustainability. CJ Muse is mainly concerned about whether hyperscale data center operators can maintain and increase spending after 2026, but CJ Muse expects the investment boom will not end immediately.