Memory semiconductor stocks are re-engaging after a pullback. Micron and SanDisk in the U.S., along with Japanese memory names, are seeing volume return and are set up for a short-term momentum trade, with options market liquidity improving.
China equities are very well supported by strong flows, and catalysts such as the nation's ramp-up in the space economy are attracting interest. The overall environment remains positive for Chinese stocks.
Memory semiconductor stocks are re-engaging after a pullback. Micron and SanDisk in the U.S., along with Japanese memory names, are seeing volume return and are set up for a short-term momentum trade, with options market liquidity improving.