遭遇做空，闪迪“闪跌”

Market Overview - Japanese and South Korean stock markets opened higher, with the KOSPI index surpassing 6000 points for the first time and the Nikkei 225 index reaching 58016.64 points, up 1.21% [1] - U.S. stock indices also closed higher, with the S&P 500 up 0.77%, the Nasdaq up 1.04%, and the Dow Jones up 0.76% [1][4] AI Developments - Anthropic launched new AI plugin tools for the Claude Cowork AI agent, developed in collaboration with partners, alleviating market concerns about AI replacing traditional software [1][4] - Following the announcement, Salesforce shares rose by 4.07%, FactSet by 5.9%, and Thomson Reuters by 11.41% [1][4] Technology Sector Movements - Major tech stocks saw gains, with AMD rising significantly due to a multi-year agreement with Meta for up to 6 gigawatts of AMD processors and data center equipment, valued between $60 billion and over $100 billion [5] - Nvidia, set to release its earnings report soon, saw its stock increase by 0.68%, while other tech giants like Apple, Microsoft, and Amazon also experienced gains [4][5] Short Selling Activity - Citron Research announced a short position on SanDisk, arguing that the market's pricing logic is fundamentally flawed and that the current tight supply of storage chips is misleading [6][7] - Following the announcement, SanDisk's stock dropped nearly 8% at one point, ultimately closing down 4.2% [7] - Citron highlighted that NAND storage companies are being mispriced as if they have long-term competitive advantages, while historically, the industry has been highly dependent on supply [7][8]