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Portfolio Strategy: Economist Flags Deeper Opportunities Ahead While Warning Tech Innovation May Sidestep Chip Bottlenecks","url":"https://stock-news.laohu8.com/highlight/detail?id=1158623992","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1158623992?lang=en_us&edition=fundamental","pubTime":"2026-09-02 20:23","pubTimestamp":1788351793,"startTime":"0","endTime":"0","summary":"Renowned economist and Chief Investment Officer at Lotus Asset Management, Hong Hao, shared his latest market outlook during a Now Finance interview on September 1, addressing topics ranging from 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One Strategist Warned on Semiconductor Stocks Within a Day of Their Top","url":"https://stock-news.laohu8.com/highlight/detail?id=2664881198","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664881198?lang=en_us&edition=fundamental","pubTime":"2026-09-02 20:22","pubTimestamp":1788351720,"startTime":"0","endTime":"0","summary":"JPMorgan Asset Management chair could hardly have timed his semiconductors' commentary any betterOne investor correctly called the top of the semiconductor stocks trade.On June 23, Michael Cembalest rang the alarm on semiconductor stocks. June 22 turned out to be the all-time high on both the iShares semiconductor exchange-traded fund and SK Hynix, perhaps the sector bellwether after its meteoric rally of the previous year.Michael Cembalest examines what he got right and what he got wrong in his latest note.Within five weeks, the SOXX ETF SOXX tumbled almost 30%, SK Hynix  more than halved and other chip companies like Taiwan Semiconductor Manufacturing Company  and Micron Technology  dropped sharply in value.How did Cembalest, the chairman of market and investment strategy at JPMorgan Asset Management, manage to time the peak of the memory trade so 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Chief Executive Jensen Huang's response: find a way to profit from them anyway. Nvidia just injected 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or SpaceX? 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