比特币自两年低点反弹，存储与半导体股票涨势降温

Odaily Planet Daily News In 2026, Sandisk's cumulative increase exceeded 530%, and Micron's cumulative increase exceeded 230%, reflecting market demand in the first half for companies benefiting from AI-driven demand growth. Since then, the Roundhill Memory ETF (DRAM) has fallen 25% from its June peak, and the VanEck Semiconductor ETF (SMH) has fallen about 12%. After Meta was reported to be pushing forward with selling excess GPU capacity, AI infrastructure stocks and computing service providers saw a sell-off, while Bitcoin rebounded from its two-year low. (CoinDesk).