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The market value share of the semiconductor sector in the S&P 500 Index has risen to 18.8%, reaching a record high.

The market value share of the semiconductor sector in the S&P 500 Index has risen to 18.8%, reaching a record high.

AiCoinAiCoin2026/06/19 14:54
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According to data released by The Kobeissi Letter, the semiconductor sector accounts for approximately 18.8% of the total market capitalization of the S&P 500, reaching a record high. This figure has more than tripled since 2022, while the semiconductor index SOX has risen about 546% during the same period. Currently, the weighting of semiconductors in the S&P 500 exceeds more than half of the peak level during the 2000 internet bubble. The U.S. equity market is concentrating towards the AI and semiconductor industry chain, and technology stocks are exerting a historically extreme influence on the overall index.
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