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```htmlGolden Ten Data reported on July 1 that the Nomura Securities team stated it is premature to say that chip stocks have peaked. They believe the momentum for chip stocks will continue for two reasons: first, the ultra-large-scale data center operators, who must go big or go home, will still be unable to stop investing by 2027, partly due to the rising costs of storage chips; second, data center construction plans are accelerating. The team said the recent pullback in chip prices is "healthy," but also warned that the market has not yet priced in some risks and shortages that could emerge in the future.```

BlockBeats News, July 1st, Nomura Securities' team stated that it is still too early to claim that chip stocks have peaked. They believe that the upward momentum of chip stocks will continue for two reasons: first, the ultra-large-scale data center operators who are either going big or going home will still be unable to stop their investment by 2027, partly due to the continuous increase in storage chip costs; second, data center construction plans are accelerating. The team described the recent chip price pullback as "healthy," but at the same time warned that the market has not yet digested some of the potential risks and shortages that may occur in the future.

On July 1, according to market news, Nasdaq newly listed companies raised a total of $129.3 billion in the first half of 2026.