First Capital Futures: US software stocks continue to be sold off, tin prices briefly fell below 350,000

The overseas electronics industry continues to be impacted, with U.S. software stocks being sold off, dragging down tin sentiment. Today, tin prices continued to decline sharply, dropping below 350,000 and approaching a 9% decline. Tin supply improvement is highly certain, and the market is more focused on future demand growth. Although investments in AI are still increasing, the significant sell-off of U.S. software stocks has a greater short-term impact on tin. The supply and demand gap is expected to improve, putting downward pressure on tin prices. In the short term, the market remains cautious about tin. (First Capital Futures)