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The Zhitong Finance App learned that on Monday, US semiconductor stocks fell, with SanDisk (SNDK.US) falling more than 9%, SK Hynix (SKHY.US) and Western Digital (WDC.US) falling more than 4%, AMD (AMD.US) falling nearly 4%, Micron Technology (MU.US) falling more than 3%, NVDA.US (NVDA.US) falling more than 2%, and Intel (INTC.US) falling nearly 2%. According to the news, the July meeting of the Federal Reserve will be held this week, and the market anticipates that the probability of interest rate hikes has risen to nearly 40%, mainly affected by falling crude oil prices after the situation in the Middle East eases and AI investment continues to push up inflation expectations. Meanwhile, US tech giants released earnings reports this week. The scale of AI spending is the focus, and the core focus of the market is on whether huge AI capital expenses can deliver real returns.

Zhitongcaijing·07/27/2026 14:33:08
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The Zhitong Finance App learned that on Monday, US semiconductor stocks fell, with SanDisk (SNDK.US) falling more than 9%, SK Hynix (SKHY.US) and Western Digital (WDC.US) falling more than 4%, AMD (AMD.US) falling nearly 4%, Micron Technology (MU.US) falling more than 3%, NVDA.US (NVDA.US) falling more than 2%, and Intel (INTC.US) falling nearly 2%. According to the news, the July meeting of the Federal Reserve will be held this week, and the market anticipates that the probability of interest rate hikes has risen to nearly 40%, mainly affected by falling crude oil prices after the situation in the Middle East eases and AI investment continues to push up inflation expectations. Meanwhile, US tech giants released earnings reports this week. The scale of AI spending is the focus, and the core focus of the market is on whether huge AI capital expenses can deliver real returns.