Tonight, the US stock market continued yesterday's downward trend, with Micron breaking the 900 mark and Intel and MRVL falling by over 10% at one point. However, Meta Nvidia NVDA remained relatively strong, confirming the AI's internal judgment of shifting from "selling shovels" to "using shovels". To make matters worse, today's oil prices have rebounded due to another attack on cross-strait cargo ships, which is not conducive to the inflation easing narrative that CPI may talk about next week. The decline in AI and storage is not a fundamental change, essentially it is still due to the previous excessive rise without a decent correction. As mentioned in the quotation, there is no theme in the US stock market that can replace AI to support such a large plate, so even if the foam is sold in stages, as long as there is no better place for the capital, it will return, but it may not return to the original way, and it is more likely to go to other targets. Of course, funds can now go to pull gold and silver Youbing (Deep-fried round and flat dough-cake) for big plate rotation, but today the oil price rises because of the rising risk premium across the Strait. The big cake is probably mainly the Trump family's order, and gold and silver still remain weak for the time being. This content is sponsored by @ BITstocks_CN. Buy BIT-16000+US stocks and ETFs on the US stock market, hold real positions, and enjoy dividends.