深潮TechFlow
深潮TechFlow|Sep 28, 2026 04:36
[Trader: Memory Sector Consolidates Awaiting MU Earnings, BTC May Test 82K Support] Deep Tide TechFlow reports that on September 28, trader degentrading (@degentradingLSD) provided a pre-market analysis, highlighting the following key signals in the current market: **Macro Level:** The 10Y yield has risen to 5.2%, and the 30Y yield has climbed to 5.5%, nearing historical highs. South Korea's stock market opened down 2.5%, with the memory and semiconductor sectors (SK Hynix, Samsung, MAmericaNDK) generally declining by 2%~5%. Price movements are expected to remain volatile until MU earnings are released. **New Cloud Computing:** The payback period for computing projects has dropped to less than a year, signaling a shift in market perception. The new cloud sector is expected to undergo rapid revaluation, with increasing attention on power bottleneck issues. **Tech Stocks:** META is weakening pre-market, with attention on the 690 support level for buying opportunities or a potential breakout to new historical highs. If the hyperscale data center sector achieves an overall breakout, META, MSFT, and others could experience paradigm-level repricing. **Crypto Market:** Mainstream coins and altcoins are generally weakening, with BTC potentially testing the 82K support level. Last week, TAO and DOGE were reduced, and CRDO was sold for profit-taking to free up risk capital. During KBW, crypto sentiment is typically positive, and this week's strategy focuses on identifying short-term bullish opportunities.
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