Tech stocks strengthened overnight. Micron surged 7.1% to $MU , and Intel rose 6.1% to $INTC . The main drivers were multiple long-term supply agreements signed by customers. The expansion of AI computing power continued to boost sustained demand for storage and chips, and sentiment in the sector noticeably rebounded.
It’s worth noting that Robinhood and Backpack have launched related tokenized stocks, making it easier for retail investors to participate in traditional tech stock market activity as well. This may be a new channel for the tech stock narrative to spread into the crypto space. In the short term, investors may want to watch for the transmission effects across the AI-computing power value chain upstream and downstream, but over the long term, it’s still necessary to monitor whether actual orders are fulfilled.
#美光 #英特尔 #AI算力
It’s worth noting that Robinhood and Backpack have launched related tokenized stocks, making it easier for retail investors to participate in traditional tech stock market activity as well. This may be a new channel for the tech stock narrative to spread into the crypto space. In the short term, investors may want to watch for the transmission effects across the AI-computing power value chain upstream and downstream, but over the long term, it’s still necessary to monitor whether actual orders are fulfilled.
#美光 #英特尔 #AI算力