$Hewlett Packard Enterprise(HPE.US) and $Vertiv(VRT.US) both dropped over three percentage points, and $CIG(06166.HK) fell even deeper, by over seven percentage points😪
The entire chain of computing hardware—AI servers, power supply and cooling, optical modules—from US stocks to Hong Kong stocks is all in a state of profit-taking. No one doubts the capital expenditure story, but the debate over whether valuations are too high is getting louder. In times when the VIX rises, high-beta hardware is always among the first to be sold.
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