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Driven by the steep drops in U.S. stocks last Friday and the slump in South Korean memory stocks this morning, A-share memory chip concept stocks experienced a collective downward trend. Dapu Micro-UW witnessed a 7% decline, while stocks like Boje, Hongban Technology, Biwin Storage, Zhongjing Electronic, Kexiang Co., Ltd., and Demingli all saw drops exceeding 6%. Additionally, stocks such as CIQTEK, Jiabo Long, Sunford, Changdian Technology, Dinglong Co., Ltd., Goke Microelectronics, Yoke Technology, Puyan Co., Ltd., China Resources Microelectronics, Shengyi Technology, and NationalChip all fell by more than 5%. This downturn can be mainly attributed to the volatility in overseas memory stocks and market anxieties regarding storage supply bottlenecks amid the ongoing expansion of AI infrastructure.
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