The broader market is strengthening while memory chip stocks remain stagnant? Don't be pessimistic! The Jackson Hole symposium may present a better opportunity to buy memory chip stocks on the dip.

First, let's look at the Nasdaq data, starting fromFrom a technical perspective,, the Nasdaq Composite Indexafter consolidating for five consecutive trading sessions,Afterward,finally postedsuch astrong bullish candle,which is a moderately positive signal for the index to continue its upward momentum.However, a strong index does not mean you should blindly chase the rally today.tech stocks,Becausein the market?There is another very important variable:, it’s just thatthe Jackson Hole Global Central Bankers Symposium.Why is this speech so important?Because in many past instances,the Jackson Hole Symposium has been highly correlated withkey policy pivots by the Federal Reserve in the future.So what the market is truly focused on now iswhat policy signals Waller will release at his first-ever participation in the global central bank symposium,if the overallAdopting a more hawkish stance, continuing to emphasizethe risk of high inflation，and signaling rate hikes,Now,for high-valuation, high-growthtech stocks, this will certainlycreate significant short-term downward pressure on stock prices; conversely,if the tone is more dovish,then naturallyIt is conducive to the tech sector regainingcapital inflows. Therefore, the tech sector'sunderperformance yesterday was likely due tofunds waiting for the Jackson Hole Symposium, pausing diversion to other hot themes.

Turning to market action,the memory chip sectoroverall performanceremained lackluster.Many investors are asking:"With the Nasdaq surging, why are Micron and SK Hynix still stagnant?"I believe we should not be overly pessimistic here, becausememory chips differ from other thematic stocks，as they are a key component of current AI hardware infrastructure,representing a segment with substantial market scale,and high investor interest as a core investment theme.，If memory chip stocks fail to gain strength going forward,, the NasdaqIndex's potential for further significant upside will, in my view, be limited. $Nasdaq Composite Index (.IXIC.US)$

$Micron Technology (MU.US)$ IfIf you have already established positions in Micron or SK Hynix at low levels,my advice remainsHold your shares patientlythat as long as your overall position size is not heavy, there isno need to disrupt your trading rhythm due to the Jackson Hole meeting,especially since currentlythe memory chip sector has not experienced a destructive decline, and capital attention, merelyremains focused.It is currently less favored than other hot sectors. If, after the Jackson Hole meeting, the marketindeed experiences adeep correction due to Waller's comments,I actually believe that sectors with high earnings certainty, such as memory storage,will present better entry opportunities again.Opportunity to buy on weaknessMoreover, judging from demand in the third and fourth quarters,memory storage remains the segment with the highest revenue within the entire AI supply chain.。 $SK hynix (SKHY.US)$

The next article will share the strategic positioning of optical module players LITE, MRVL, and UMAC. $Lumentum (LITE.US)$$Marvell Technology (MRVL.US)$

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