US stocks opened with significant divergence: the broad market is slightly in the red, but the technology sector is split between ice and fire.

The Dow rose slightly, while the Nasdaq turned green; storage chips fell across the board. Micron, SanDisk, and Qualcomm all weakened, and the market is worried about oversupply in the chip industry and profit contraction. Only Meta jumped nearly 5% against the trend—expectations for its in-house AI chips gave it special downside support.

With the chip sector weakening overall, it dragged down bullish sentiment in the crypto market. This bit of upside support from US stocks is very weak. Combined with additional geopolitical risk-off pressure from US-Iran tensions, major coins will find it hard to sustain a big rally. In the short term, they will only swing narrowly back and forth—don’t blindly chase longs; taking profits at highs and buying dips is a more stable approach. #美股AI概念股普涨 $METAG $GT $BTC