Serenity称年初至今收益率594.4%，看好光电子及存储领域
BlockBeats报道，Serenity在X上称其年初至今投资收益率为594.4%，并表示长期看好光电子及存储领域。
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BlockBeats报道，Serenity在X上称其年初至今投资收益率为594.4%，并表示长期看好光电子及存储领域。
BlockBeats称，但斌在美股大跌前披露其海外基金减持部分存储仓位和英特尔，并加仓META、SpaceX与亚马逊。其仍看好AI方向，但称未预料到相关产业链跌幅。
11月5日美股盘前，存储、算力云和光通信板块多数下跌，生物科技板块多数上涨。
11月5日，费城半导体指数跌幅扩大至5%，多只存储及半导体股下跌。报道称市场将走势归因于对AI数据中心监管与审批风险的担忧。
据BlockBeats援引BIT股票平台数据，美股周二收盘涨跌不一，Neocloud、光通信、存储及半导体板块多数上涨。CIFR涨18.37%，HUT、GLXY等涨幅居前。
According to BIT stock platform data, most U.S. pre-market semiconductor, storage, crypto-related, and optical communications stocks rose. Strategy rose 3.12%, while Coinbase fell 0.31%。
Reports say that SanDisk storage product prices continue to rise, while its data center business is becoming the source of growth.
October 29 At the start of US trading, semiconductor and memory, as well as crypto-related stocks, mostly declined, while the optical communications sector saw mixed gains and losses; Marvell Technology (MRVL) fell 12.57%。
BlockBeats cited BIT stock platform data, stating that October 29 the three major U.S. stock indexes closed modestly higher, while storage, optical communications, and Neocloud-related stocks generally rose. Crypto-related stocks were mixed, with HOOD down approximately 3.31%。
BlockBeats, citing BIT(Bit.com) market data, reported that October 22 U.S. storage, compute cloud, and optical communications sectors broadly fell in premarket trading, with Applied Optoelectronics down 6.11%。
October 19, Nasdaq 100 index futures gains widened to nearly 1%. U.S. stocks related to optical communications, memory, and semiconductors posted a slight rebound in after-hours trading, with multiple stocks gaining more than 2%。
October 13; most U.S. storage and optical communications stocks declined, with Credo down 6.27%, while storage stocks including Micron and Western Digital also weakened.