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After BTC price fluctuated last week to touch 58,000 US dollars, it has stabilized at 62,800 US dollars. LIT increased by 50%, and the Altcoin Season index reached its highest value in three months.

BlockBeats news, July 6, as sector rotation within the US stock AI sector intensifies, Morgan Stanley and UBS have given different judgments on the main themes for the next phase of AI investment. Morgan Stanley believes that capital is shifting from the previously surging semiconductor sector to hyperscale cloud service providers such as Microsoft, Amazon, and Meta. The AI rally is not over, but has entered a phase of sector rotation. UBS, on the other hand, is more optimistic about the long-term value creation potential of AI infrastructure. Its Holt team expects that the profitability of memory chip companies such as Samsung Electronics, SK Hynix, and Micron will continue to improve, and the economic profit of the AI infrastructure sector may increase from approximately $200 billion in 2023 to $1.4 trillion in 2027, a rise of about 600%. During the same period, the economic profit of large cloud service providers is expected to only increase to around $400 billion. UBS believes that the memory chip industry is transforming from a traditional cyclical industry into one of the most important value creators in the AI industry chain.

BlockBeats News, July 6th, Serenity retweeted Kelper's latest research report, stating that they have upgraded the rating of the semiconductor wafer foundry XFAB to "Buy." The report believes that the demand from Melexis is continuing to improve, and the demand for silicon carbide (SiC), gallium nitride (GaN), and photonics chips brought by AI is expected to offset the cyclical fluctuations in the automotive industry. Meanwhile, western scarce specialty wafer foundries are receiving a higher valuation premium. Data shows that XFAB's current 2027 EV/EBITDA is only 4.8 times, significantly lower than the median of peers at 14.5 times. Serenity stated that this means XFAB's core fundamentals are improving, but they are more optimistic about the photonics chip's growth potential, which the market has not yet fully priced in. It pointed out that XFAB leads the EU's PhotonixFAB project, which aims to establish a European silicon photonics industry chain and promote the mass production of photonics chips. In the future, it is expected to benefit from the growth in data center optical communication demand driven by AI giants such as NVIDIA. However, as related commercial orders have not yet been substantially finalized, traditional valuation models still struggle to reflect this long-term growth logic.