律动BlockBeats|Sep 18, 2026 10:33
This week's top 5 stocks that users are most concerned about: Technology stocks rebound after interest rate hikes, Dell leads AI servers, SEC exemption ignites RWA
According to BlockBeats, on September 18th, after the Federal Reserve raised interest rates for the first time in over three years, the US stock market first suppressed and then rose. As of September 17th in the US East, the S&P 500 fell slightly by about 0.3% compared to last Friday, the Nasdaq closed slightly up by about 0.3%, and the Dow Jones Industrial Average fell by about 1.5%. At the beginning of the week, AI security warnings combined with rising oil prices and US bond yields suppressed overvalued growth stocks; On Thursday, oil prices and US Treasury yields fell, while technology, semiconductors, and AI hardware rebounded collectively. Structurally, user focus extends from small cap stocks on the chain to AI servers, Hong Kong stock big models, network security, and tokenized securities. BNC (up about 12.9% for the week): CEA Industries closed at $4.80 last Friday, closed at $5.27 on September 14th this week, then fell back to $4.76 on September 16th, and rebounded to $5.42 on September 17th. As a chain listed stock holding a large BNB treasury, small cap, low liquidity, and increased trading volume continue to amplify volatility, and short-term events continue to dominate, with attention ranking first for two consecutive weeks. DELL (up about 3.7% from last Friday and about 10.1% from this week's low): Dell closed at $534.28 on 9/14 due to concerns about AI security; Subsequently, it continued to rise and closed at $588.40 on 9/17, approaching $594 at one point during trading. AI server orders and enterprise hardware demand expectations remain the pricing anchor, and after the interest rate hike is implemented, funds will return to the computing hardware chain with higher performance visibility. Zhipu (02513. HK, down about 1.6% from last Friday, rebounded about 14.7% from the weekly low): The stock price fell from HKD 721 on 9/14, turned around after touching HKD 680 on 9/15, and closed at HKD 780 on 9/18. The Hong Kong stock market's large model targets are still sensitive to risk appetite, but the upward revision of ARR guidance and the return of sector funds have led to a bottoming out and rebound, while the digestion of high valuations and the speed of commercial realization remain the core game points. CRWD (up about 18.8% for the week): CrowdStrike closed at $206.74 on Friday, rising to $235.38 in volume on 9/14, and then oscillating upwards, closing at $245.70 on 9/17, close to the stage high. The sentiment in the cybersecurity sector is relatively stable, supported by the Forrester threat intelligence report and the upward revision of analyst target prices. The high valuation of SaaS still fluctuates more than the overall market under interest rate disturbances. Securitize (SECZ, rebounding about 14.9% from the weekly low): The tokenized security underlying fell back to $7.77 on 9/16 and quickly turned red, closing at $8.93 on 9/17. Catalyzing the "Innovation Exemption" announced by the SEC on the same day: allowing eligible tokenized securities trading venues to conduct limited tokenized US stock on chain trading within a five-year window. The fluctuation of RWA themes has significantly increased, and the pace of policy implementation, actual transactions, and license implementation will still determine whether the premium can be stabilized in the future.
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