帖子
sam trade
After the Korean stock market fell, US chip stocks took over.
Micron dropped 4.6% pre-market, Applied Materials fell 3.5%, and Nvidia is also down. The market is now worried not just about a single domestic DUV machine, but whether the previously high valuations of AI chip stocks can withstand intensified competition and declining returns on capital expenditures.
The most important signal tonight: whether there is real buying after the market opens, rather than just looking at how much the pre-market has dropped.
#CXMTDebutShockwave #FOMCRateWatch #AIEarningsWatch
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