AI industry chain funds flow to core cloud vendors, storage chip market shows signs of peaking

Garrett Jin's analysis indicates that funds in the AI industry chain are flowing from storage chips to core cloud computing giants such as Google, Microsoft, and Amazon. Micron's stock price fell back after encountering resistance at around $1250, while SK Hynix and Samsung Electronics weakened. In the past two months, foreign investment has withdrawn more than $65 billion from the South Korean stock market.