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【After the A-share market finishes rising in the daytime, the U.S. stock market keeps rising at night】
Tonight, during intraday trading, the storage sector collectively went on a tear: Kioxia is up nearly 14%, while Western Digital, SanDisk, and SK hynix are all up more than 11%, and Micron is also up more than 10%. Do you remember what we talked about this afternoon? Global compute capacity has only filled about 1% of demand, and storage orders are booked out to 2027—so tonight, global capital is voting with real cash. A-shares in the daytime, U.S. stocks at night—the ones rising are driven by the same logic. Of course, the hotter the logic gets, the more you need to stay clear-headed, just a little. We’ll keep helping you keep an eye on where this game is headed. #SNDK $SOXL
Tonight in US stock trading, the storage sector went into a frenzy collectively: Kioxia is up nearly 14%, Western Digital, SanDisk, and Hynix are all up more than 11%, and Micron is also up over 10%. Remember what we discussed this afternoon? Global compute capacity has only filled about 1% of demand, and storage orders are lining up through 2027—so tonight, global capital voted with real money. Daytime A-shares, nighttime US stocks—what’s rising is the same logic. Of course, the hotter the logic gets, the more we need to keep one part clear-headed. We’ll keep watching the direction of this game with you. #SNDK $SOXL