Annie 所长|Nov 05, 2026 14:14
The storage chain downtrend is confirmed to continue: SKHY and SNDK fell another 5% pre-market, while MU hit a three-month low with high volume.
The current decline is decoupled from fundamental pricing, but buying interest has yet to emerge.
The Democrats just swept both houses of Congress, and the very next day they spearheaded the ASI ban bill, making it extremely difficult to build new data centers in the US. Currently, pricing is driven not by supply and demand, but by politics.
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