AlphaWire

newswire

"Computing power anxiety" triggers global technology stock shocks: short-term disturbances will not change the long-term trend

2026-07-12·newswire-us-stock-182001
"Computing power anxiety" triggers global technology stock shocks: short-term disturbances will not change the long-term trend.

��}iw�F����9�f�H�W����,}�yI'����9= �I� A�6��ȋ��Z o�d��%M����woHb# Jr�~=�#�GG[w�{�nU��?����O������3&���� J �������� b�m]���3�N�y����pl �2�/�),M���)}�o��Sk�GVy�T�L+w$��y�������� ����0Q1�pi�|�>.��Z�IILq}�3��f��#q�'q��� 9�+��~B_m�f8clQ������� 8�<�s�QR�-�1%���(�J��0|�WxVh������=�Rb��V6` �⢔b�>D����JB�B���ٌ�g>և �wB�.�����X�D�Wn�/� ��K� ����+g]TP�Ϊc���'���jS����

ㅙ[�ºv�կ��o<�nh�������ڌv�U��()��V��0a&���]|Uxv[]9��<��G[���v�07<(J1��]�Sˁ�-�̔��:�y��K��RXYW�'����-��q E��b�Bq����h����Qx1mh���,T���u���M�PW^�K�����O�K?�7� �Iv���bB;��n>Q��`-���vB]XW�=�o\8p������H}=��_�.���w��w䰱;��/�����=mz>������\U_O �����U��:�C�-�Q/��g��z~vU�v��z��'K��V\��.�P� ��:!Say)���t�� �o<0�N���[��[�JI�ΟU�l�� ��`]������ǀync&��X\�

�֦���f��/�X�._X�f���V���T7�If�e�AvX.k�� ������e�8{�Tx( �b�0�>�B�d�J�1 ��+C&b`�������+1�0+�`X�srXVX��c<~O������ �,���Ƙ>&� 2g{����/_�c�vt� ����|��^�C��Y9<�e�a�5����q���A^�&�V�������O�O3�����v�lo1��]�!sQ���C/ �P���uu���ɗ�>�wD!#�1��%>��3�S��7l_�=;xƟ��4I���JV�-%+��l��ᚤ���V��� ���_���FE�Ql�,�$Y9�Me������ �=� ��������-0l����lq�6X,Ы��j������1Q�%�&

����<ɲ�\v�O��(y��' �!۫�_���� +Q��������{�eu~������o��_r���+��;���3I0P�}e�^3|X��tLyK�,-�:X�E��sV+6��!�@��}Q��� �ց�A��@��(��gٿr�_�O��R���w��W��䣒�%'�\:�I63����V���� o���qi/q �}��I�O$G QUERY LENGTH LIMIT EXCEEDED. MAX ALLOWED QUERY : 500 CHARS QUERY LENGTH LIMIT EXCEEDED. MAX ALLOWED QUERY : 500 CHARS QUERY LENGTH LIMIT EXCEEDED.

MAX ALLOWED QUERY : 500 CHARS QUERY LENGTH LIMIT EXCEEDED. MAX ALLOWED QUERY : 500 CHARS QUERY LENGTH LIMIT EXCEEDED. MAX ALLOWED QUERY : 500 CHARS QUERY LENGTH LIMIT EXCEEDED. MAX ALLOWED QUERY : 500 CHARS

#Stocks #Semiconductors #Earnings #Y9

Full text

"Computing power anxiety" triggers global technology stock shocks: short-term disturbances will not change the long-term trend

Recently, affected by the news that Meta plans to sell idle AI computing power, the global market has begun to speculate on whether AI capital expenditures have entered an inflection point, and the technology sector that was strong in the early stage has simultaneously experienced a correction. In this regard, many public funds believe that short-term emotional disturbances will not change the long-term positive outlook of the industry, and the sustainability of the semiconductor market still relies on verification of financial reports and overseas capital expenditure data.

��}iw�F����9�f�H�W����,}�yI'����9= �I� A�6��ȋ��Z o�d��%M����woHb# Jr�~=�#�GG[w�{�nU��?����O������3&���� J �������� b�m]���3�N�y����pl �2�/�),M���)}�o��Sk�GVy�T�L+w$��y�������� ����0Q1�pi�|�>.��Z�IILq}�3��f��#q�'q��� 9�+��~B_m�f8clQ������� 8�<�s�QR�-�1%���(�J��0|�WxVh������=�Rb��V6` �⢔b�>D����JB�B���ٌ�g>և �wB�.�����X�D�Wn�/� ��K� ����+g]T__P�Ϊc���'���jS���� ㅙ[�ºv�կ��o<�nh�������ڌv�U��()��V��0a&���]|Uxv[]9��<��G[���v�07<(J1��]�Sˁ�-�̔��:�y��K��RXYW�'����-��q E��b�Bq����h����Qx1mh���,T���u���M�PW^�K�����O�K?�7� �Iv���bB;��n>Q��`-���vB]XW�=�o\8p������H}=��_�.���w��w䰱;��/�����=mz>������\U_O �����U��:�C�-�Q/��g��z~vU�v��z��'K��V\��.�P� ��:!Say)���t�� �o<0�N���[��[�JI�ΟU�l�� ��`]������ǀync&��X\� �֦���f��/�X�._X�f���V���T7�If�e�AvX.k�� ������e�8{�Tx( �b�0�>�B�d�J�1 ��+C&b`�������+1�0+�`X�srXVX��c<~O������ �,���Ƙ>&� 2g{����/_�c�vt� ����|��^�C��Y9<�e�a�5����q���A^�&�V�������O�O3�����v�lo1��]�!sQ���C/ �P���uu���ɗ�>�wD!#�1��%>��3�S��7l_�=;xƟ��4I���JV�-%+��l��ᚤ���V��� ���_���FE�Ql�,�$Y9�Me������ �=� ��������-0l����lq�6X,Ы��j������1Q�%�& ����<ɲ�\v�O��(y��' �!۫�_���� +Q��������{�eu~������o��_r���+��;���3I0P�}e�^3|X��tLyK�,-�:X�E��sV+6��!�@��}Q��� �ց�A��@��(��gٿr�_�O��R���w��W��䣒�%'�\:�I63����V���� o���qi/q �}��I�O$G

QUERY LENGTH LIMIT EXCEEDED. MAX ALLOWED QUERY : 500 CHARS

QUERY LENGTH LIMIT EXCEEDED. MAX ALLOWED QUERY : 500 CHARS

QUERY LENGTH LIMIT EXCEEDED. MAX ALLOWED QUERY : 500 CHARS

QUERY LENGTH LIMIT EXCEEDED. MAX ALLOWED QUERY : 500 CHARS

QUERY LENGTH LIMIT EXCEEDED. MAX ALLOWED QUERY : 500 CHARS

QUERY LENGTH LIMIT EXCEEDED. MAX ALLOWED QUERY : 500 CHARS

← Back to archive