المنشور

$SNDK $SKHYNIX $MU U Storage sector rebound: CPI is just a catalyst, AI demand is the main driver Recently, the storage sector has rebounded after a high-level pullback. The US July CPI rose 0.1% month-over-month and 3.4% year-over-year, with core CPI up 0.2% month-over-month and 2.5% year-over-year, all in line with expectations. The data did not bring a rate cut surprise but reduced the pressure for further rate hikes in September, pushing US Treasury yields down and leading to a valuation recovery in tech stocks. On the day CPI was released, Micron rose about 4.9%, and the Philadelphia Semiconductor Index increased about 2.5%. However, the CPI mainly affects short-term sentiment and valuations and does not directly change the supply and demand in the storage industry. #CPIEasesHikeBets #AIInfraEarningsWatch #SpaceX99%ValueFromAI