$Snowflake(SNOW.US), and $CIG(06166.HK) both rose by two to three percentage points, while $Cisco(CSCO.US) dipped slightly instead. $Snowflake(SNOW.US) is following the narrative of AI data demand, $CIG(06166.HK)—this kind of optical module and AIoT end—is recovering with the sentiment along the computing power chain; $Cisco(CSCO.US)—this kind of large-cap network equipment stock—has a steadier pace, giving back a bit with the broader market. Those with greater growth elasticity moved first, while large-caps prioritize stability, just moving in different directions 🤔
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