Expected Trend of A-Share Tech After Overseas Tech Surge

English summary

### Expected Trend of A-Share Tech After Overseas Tech Surge Time: 2026-07-31 07:31:54 Content: A-share tech rebound after overseas tech surge: from overseas gain structure to A-share priority. Research question: After a sharp sell-off, overseas tech saw a strong rebound. In the A-share tech rebound, what will be chosen first, who has the greatest elasticity, and which are only sentiment mappings? Conclusion: This report discusses the relative priority during the rebound phase, not equivalent to long-term investment rating; individual stocks need to be re-confirmed based on daily prices, trading volume, announcements, and valuations. 0. Core conclusion: The first priority for the rebound is the storage and memory chain. In the image, Micron (MU) +22.76%, SK Hynix +21.61%, SanDisk (SNDK) +33.05%, Western Digital (WDC) +20.43%, gains are concentrated and directionally consistent; local news also shows storage price increases. Related A-shares: Zhongji Innolight, Fenghua Advanced Technology, C Changxin, Demingli, Unisplendour. View original article.