Last week’s analysis review suggested that MU is very strong, and today it rose by 11%, with 100% accuracy. It’s likely that MU will pause and consolidate at this level. At that time, you can check again whether it will continue to break out. For friends holding short-term long positions, you can continue to take profit here and wait and see whether it will keep breaking out.
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作手梁老师meta_推X特
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In-depth Review of the US AI Sector Last Week: Causes of the Plunge, Technical Analysis, and Next Week’s Strategy
Last week, the US AI sector saw a broad pullback. This downturn was not triggered by a single negative catalyst; rather, it resulted from a combination of market sentiment, valuation pressure, and shifts in expectations for fundamentals. First, after months of sustained gains, the valuations of AI chip stocks represented by Nvidia, AMD, Broadcom, and others had already reached historical highs. Some institutions and large funds chose to take profits, which then led to concentrated selling pressure across the semiconductor sector. Second, the market began to reassess the return on investment (ROI) of AI: tech giants have continued to pour tens of billions of dollars into building AI data centers and buying GPUs, but whether these investments can translate in the near term into revenue and profit growth that matches the scale of spending—and whether capital expenditures (CapEx) have approached a phase peak—has become a new focus for Wall Street.