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On the afternoon of July 30th, the display components sector experienced an overall downturn, with all 30 constituent stocks declining in value. Notably, 14 of these stocks witnessed a drop exceeding 5%, with selling pressure particularly pronounced among large-cap stocks. This market fluctuation marks a reversal from the previous broad-based rally, primarily driven by the dual pressures of escalating memory chip prices and diminishing terminal demand, which have collectively squeezed the profit margins of companies within the sector. Moving forward, three key areas warrant close attention: firstly, the price trajectory and supply-demand dynamics of memory chips; secondly, the state of terminal demand, with a particular focus on shifts in smartphone and PC sales; and thirdly, the profit trends and performance outlooks of companies operating within the sector.
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