This week will test the bullish resilience of AI tech stocks.

1. Over the past 2 quarters, the AI sector has delivered extremely high returns, and there is pressure to take profits toward the end of the quarter.
2. On the 24th, Micron MU will release its Q3 earnings report, directly affecting the direction of the storage sector.
3. From the 23rd to the 30th, institutional funds such as pensions totaling 1600 billion yuan will rebalance their portfolios, making it easier to sell high and selectively under-allocate—selling stocks to chase momentum.
4. On the 25th, core inflation data, PCE, will be released.