$SNDK After the election results were announced, where market capital chose to align would determine the future value of stocks. Democratic stocks are still strong.
Looking at the performance of traditional financial markets today, one phenomenon deserves close attention: gold and silver have held up relatively well, but there has been a clear divergence within tech stocks. Selling pressure has been particularly pronounced in semiconductors and memory chips.
The most notable change this time is that, after the Democrats won control of both chambers of Congress, the market began reassessing the future policy risks facing the AI industry and tech companies.
Related stocks such as Nvidia, SanDisk, SK Hynix, Tesla, and Rocket Lab have fallen to varying degrees, while major tech companies such as Google, Microsoft, and Amazon have performed relatively strongly. The key factor is that market expectations for future policy have shifted.
On the one hand, data center construction may face more local oversight and permitting restrictions, directly affecting growth expectations for chip, memory, and AI infrastructure suppliers.
On the other hand, major cloud computing companies already have a large number of established data centers, so they may be affected differently.
Peach thinks that stocks such as SK Hynix and SanDisk are still short-selling picks.
#韩国寻求将加密税推迟至2029年 #币安将恢复更多资产提现
Looking at the performance of traditional financial markets today, one phenomenon deserves close attention: gold and silver have held up relatively well, but there has been a clear divergence within tech stocks. Selling pressure has been particularly pronounced in semiconductors and memory chips.
The most notable change this time is that, after the Democrats won control of both chambers of Congress, the market began reassessing the future policy risks facing the AI industry and tech companies.
Related stocks such as Nvidia, SanDisk, SK Hynix, Tesla, and Rocket Lab have fallen to varying degrees, while major tech companies such as Google, Microsoft, and Amazon have performed relatively strongly. The key factor is that market expectations for future policy have shifted.
On the one hand, data center construction may face more local oversight and permitting restrictions, directly affecting growth expectations for chip, memory, and AI infrastructure suppliers.
On the other hand, major cloud computing companies already have a large number of established data centers, so they may be affected differently.
Peach thinks that stocks such as SK Hynix and SanDisk are still short-selling picks.
#韩国寻求将加密税推迟至2029年 #币安将恢复更多资产提现
