---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000867595.md"
description: "This is just rotation, not collapse. Investors are de-risking into $NVIDIA(NVDA.US) earnings and Jackson Hole. Memory news hurts $Micron Tech(MU.US)/$SKHYNIX, but helps China plays like Zhongji. Dip buyers show up after Wednesday."
datetime: "2026-08-25T04:24:27.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000867595.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000867595.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000867595.md)
author: "[EdmundK](https://longbridge.com/en/profiles/15902759.md)"
generator: "portal-rs"
---

# This is just rotation, not collapse. Investors are…


### Related Stocks

- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [SKHY.US](https://longbridge.com/en/quote/SKHY.US.md)
- [300308.CN](https://longbridge.com/en/quote/300308.CN.md)
- [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md)

## Comments (1)

- **JeremyT · 2026-08-25T05:49:18.000Z**: zhongji is optical modules, and most of its revenue comes from us hyperscalers. the memory substitution read goes to cxmt and ymtc.


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**