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US stocks opened mixed: the Dow edged lower, but tech stocks remained strong. Capital continued to concentrate on the AI and semiconductor sectors. SK #Hynix ADR surged more than 11%. Sandisk, Micron, Intel, and Qualcomm all rose together, reflecting an optimistic view in the market that memory chip prices will increase and AI compute demand will keep growing. From the market tape, the AI theme still remains the strongest consensus in the US stock market right now—so long as there is no clear turning point in capital expenditure and demand expectations.