TingHu♪
TingHu♪|7月 16, 2026 14:10
Looking back at the SpaceX IPO 'vampire' issue mentioned earlier. There were actually some twists and turns in between, and not all the downturn factors during this period were due to SpaceX, like Micron's earnings report affecting storage, or the recent materials and equipment sector. But interestingly, if you had planned your strategy based on the idea of SpaceX 'sucking the blood' for a while, you could have avoided the peak in most AI stocks in the US market. Only the strongest storage and semiconductor materials equipment extended for about another month or so~
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