The downturn in the Hong Kong stock storage concept sector is intensifying, as evidenced by the sharp declines in the share prices of Southern 2x Leveraged SK Hynix and Samsung Electronics, which have significantly retraced from their June peaks. This severe downturn is largely driven by the global chip sector's collective slump, with the overnight Philadelphia Semiconductor Index in the U.S. stock market experiencing a steep drop. The SK Hynix ADR also fell below its issue price, sending shockwaves through the Asia-Pacific market and further accelerating the decline after the Korea KOSPI Index triggered a circuit breaker. Nvidia's recent announcement of its intention to provide financial guarantees totaling approximately USD 250 billion to support OpenAI in constructing large-scale data centers has raised doubts about the cash flow rationale underlying the AI capital expenditure cycle. Simultaneously, the news that China's independently developed DUV lithography machine has entered production has sparked overseas concerns regarding the potential expansion of China's storage chip manufacturing capacity.