Postingan

Comparing the storage sector across markets is more interesting than just looking at a single candlestick: On the US stock side, SanDisk and SK Hynix have both fallen for the second day, and $DRAM spot prices are also declining; however, the A-share storage chain is moving in the opposite direction, with companies like Montage Technology rising against the trend. The same industry chain, two markets, two different sentiments—this indicates that the current decline is more like a position squeeze on the US stock side rather than a demand-side falsification. If the fundamentals had truly shifted, the A-shares would not be independently strengthening. To judge whether storage has peaked, one should look at $DRAM contract prices and manufacturer guidance, not the daily drop in US stocks. Explaining what this means is more important than simply restating what happened.