Middle East crisis pressures tech stocks! High inflation risks loom; latest buy-the-dip levels for SK Hynix and Micron

$Nasdaq Composite Index (.IXIC.US)$ First, let's look at the biggest market news from the weekend:The United States is about to announce details of stricter economic sanctions against Iran,rather thanwhile Iran's stance remains equally tough., Iran has clearly stated that,if the US continues to escalate tensions, economic sanctions will continue to blockade the Strait of Hormuz, preventing even a single drop of crude oil from flowing out.What truly impacts US stocks here is not the sanctions themselves, but the ripple effects. Uncertainty surrounding the Strait of Hormuz continues to intensify, which could easily drive up international oil prices. Sustained higher oil prices may reignite inflation expectations in the US. Meanwhile, US Treasury yields remain elevated. The combination of high oil prices, heightened inflation expectations, and a high-interest-rate environment......naturally creates pressure on high-valuation technology growth stocks.

Turning to the memory chip sector,

1. $SK hynix (SKHY.US)$ SK Hynix's stock price returned to around $160 in pre-market trading today, butthe memory sector remains the most resilient and capital-intensive segment within the broader technology theme.Especially in recent trading sessions, SK Hynix's overall trading volume has begun to shrink, indicating that market participants are currently taking a brief pause.If you already entered a position in SK Hynix near $155 last week,I believe there is no need for excessive trading activity at this stage.Simply maintain your current holdings.Since the current price is not far from your cost basis, there is no need to abruptly change your entire trading plan due to a roughly 2% drop in pre-market trading. However,for those who missed the entry opportunity at $155 last week,this pullback actually offers a chance to re-evaluate entry points.If SK Hynix continues toretest the area near $150 this week, this price level remains an excellent spot for initiating a first tranche of positions.

2 $Micron Technology (MU.US)$ Another key player in the memory chip sector is Micron. Its pre-market price has approached $940. From a technical structure perspective,$910 remains a crucial short-term support platform for Micron over the past two weeks.，For investors who completely missed the buying opportunity near $930 last week,if Micron canretest the $910 level,I believe this areacould be considered for an initial tranche position,butif you already entered at $930,there is no need to immediately add to your position due to today's pullback, as the distance between $930 and $910 is quite narrow;even if you add to your position, it won't significantly improve your overall average cost.Patiently observe how the market evolves; if a more pronounced correction occurs later, then look for an opportunity to lower your average cost further.

The next article will analyze AAOI, LITE, and ASTS. $Applied Optoelectronics (AAOI.US)$$Lumentum (LITE.US)$$AST SpaceMobile (ASTS.US)$

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