The Zhitong Finance App learned that on Friday, the storage sector generally fell, with SK Hynix (SKHY.US) falling more than 5%, SanDisk (SNDK.US), Western Digital (WDC.US), and Seagate (STX.US) falling more than 4%, and Micron Technology (MU.US) falling more than 3%. The central narrative of the market this week is a marked cooling of AI-related transactions. As market concerns about the cost of AI infrastructure construction continue to heat up, capital flows out of the technology sector, and chip stocks are particularly vulnerable.

The Zhitong Finance App learned that on Friday, the storage sector generally fell, with SK Hynix (SKHY.US) falling more than 5%, SanDisk (SNDK.US), Western Digital (WDC.US), and Seagate (STX.US) falling more than 4%, and Micron Technology (MU.US) falling more than 3%. The central narrative of the market this week is a marked cooling of AI-related transactions. As market concerns about the cost of AI infrastructure construction continue to heat up, capital flows out of the technology sector, and chip stocks are particularly vulnerable.