$AMAT Single-day deal -9%. Funding rates have returned to zero, and neither the bulls nor the bears got a bargain. From a military and geopolitical perspective, the probability of semiconductor equipment being targeted in regional frictions is rising. Risk-avoidance sentiment in the supply chain directly squeezes such assets. Funds rotate toward defensive assets, and the transmission chain is clear. Open interest hasn’t collapsed, which suggests this is more about sentiment turnover rather than structural issues. I tend to first watch the defensive strength around the 650 area; for now, I won’t reach in.

Trading tags: #TradFi #链上美股 #AMAT

Does this Trump card bode well for AMAT, or does it hurt?