#美股财报季 #Gate股票畅聊季 From the market action, AMD is most likely to be the first to emerge from its correction. Nvidia was weighed down today by an executive controversy, while storage stocks have strong industry fundamentals, but their share prices have yet to stabilize.
AMD Strongest rebound signal
On November 6, it surged 11.04%, closing at $449.04.
Oppenheimer upgraded its rating and set a $600 price target, saying AI chip sales are accelerating.
The concern: it is still down about 26% over the past 20 days, and Friday's close remained below the 5-day moving average, making this look more like a rebound after a sharp drop.
Memory chips Strongest industry fundamentals
DRAM contract prices are still rising, with a 13%–18% quarter-over-quarter increase expected in Q4; HBM capacity is very tight.
· The A-share memory sector rose 3.61% over the past week, but is still down about 16% over the past month.
Consumer NAND spot prices are weak, and market differences center on memory prices in 2027 and additional supply from Chinese manufacturers, so share price recovery is a step behind.
Nvidia Weakest for now
Jensen Huang admitted to an extramarital affair, the board launched an independent investigation, and national security concerns were also raised.
On November 9, it fell nearly 6% in overnight trading and more than 6% in London trading.
This is a shock from a company-specific event, with little to do with the industry cycle, making the recovery timeline harder to predict.
Overall: AMD rebounds first, storage stocks stabilize later, while Nvidia still needs time for the investigation news to be digested.
To truly confirm that the correction is over, watch whether AMD can hold its rebound and storage stocks can break above moving averages on increased volume. $NVDA
AMD Strongest rebound signal
On November 6, it surged 11.04%, closing at $449.04.
Oppenheimer upgraded its rating and set a $600 price target, saying AI chip sales are accelerating.
The concern: it is still down about 26% over the past 20 days, and Friday's close remained below the 5-day moving average, making this look more like a rebound after a sharp drop.
Memory chips Strongest industry fundamentals
DRAM contract prices are still rising, with a 13%–18% quarter-over-quarter increase expected in Q4; HBM capacity is very tight.
· The A-share memory sector rose 3.61% over the past week, but is still down about 16% over the past month.
Consumer NAND spot prices are weak, and market differences center on memory prices in 2027 and additional supply from Chinese manufacturers, so share price recovery is a step behind.
Nvidia Weakest for now
Jensen Huang admitted to an extramarital affair, the board launched an independent investigation, and national security concerns were also raised.
On November 9, it fell nearly 6% in overnight trading and more than 6% in London trading.
This is a shock from a company-specific event, with little to do with the industry cycle, making the recovery timeline harder to predict.
Overall: AMD rebounds first, storage stocks stabilize later, while Nvidia still needs time for the investigation news to be digested.
To truly confirm that the correction is over, watch whether AMD can hold its rebound and storage stocks can break above moving averages on increased volume. $NVDA
