WEEX Labs: The three major U.S. stock indices closed lower, while optical communication surged against the trend, with LITE rising 9.59%
On September 17, WEEX TradFi market data showed that the Federal Reserve raised interest rates by 25 basis points, and the three major U.S. stock indices closed lower. After the interest rate hike expectations were realized, funds flowed back into the AI chip and optical communication sectors, with mixed performance in the storage sector. Specifically, chip stocks generally rose, with INTC up 4.03%, AMD up 1.65%, and NVDA up 0.82%; optical modules generally rose, with LITE up 9.59%, COHR up 6.92%, MRVL up 3.61%, and NOK up 3.05%; the storage sector showed divergence, with STX up 1.47%, WDC up 1.22%, MU down 0.11%, and SNDK down 0.71%.WEEX Labs believes that while the index is under pressure, the optical communication and some chip sectors are recovering in parallel, indicating that after the interest rate hike, funds are more willing to trade the oversold AI hardware sector, and the structural divergence is more noteworthy than the index direction. Today's focus is on the interest rate path pricing after the dot plot and whether the transaction in optical modules can turn the rebound into a trend.