Zhi Tong Cai Jing·2025-12-12 15:51Core Viewpoint - Storage stocks experienced significant declines, with SanDisk dropping over 12%, Western Digital falling more than 6%, and Micron Technology and Seagate Technology both decreasing by over 4% due to concerns regarding AI investments [1] Group 1: Company Performance - SanDisk (SNDK.US) saw a decline of over 12% [1] - Western Digital (WDC.US) fell by more than 6% [1] - Micron Technology (MU.US) and Seagate Technology (STX.US) both dropped by over 4% [1] Group 2: Market Sentiment - Concerns regarding overall AI investments are deemed reasonable by Interactive Brokers' chief strategist Steve Sosnick [1] - Companies have committed trillions of dollars to AI investments, but investors find it challenging to assess how these investments will evolve [1] - The market's decision to moderately withdraw from the AI sector is considered appropriate [1]