The chip is being sold off for a while

On 21 July, the overnight crash of the U.S.-owned chip unit was halted, the semiconductor ETF rose by about 1.3 per cent, and the general recovery in Inweida, AMD and Mei-guang, among others, remained close to a positive harvest. The pressure on pre-centralized sales and leverage rebalancing was temporarily eased. The US equity stock has steadily provided a short breathing window for the South Korean stock and East Asia storage and equipment chain, but deleveraging inertia and high volatility are not yet fully digested. The subsequent financial statements of Alphabet, Tesla and Intel will re-test AI ' s demand, capital expenditure and profitability, so the sustainability of the rebound will still depend on whether performance supports the high expectations ahead. Kim Xian