美股开盘存储及光通信股走强，AAOI涨超9%、SNDK涨超6%
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In pre-market trading on the US stock market, semiconductor, memory, and optical communication sectors continued their decline, with Micron and SanDisk both falling by more than 5%.
According to Mars Finance, on July 8th, based on BIT (bit.com) market data, semiconductor stocks generally fell in pre-market trading in the US. Marvell Technology (MRVL) fell 4.46%, Arm (ARM) fell 3.51%, Intel (INTC) fell 3.47%, Lam Research (LRCX) fell 3.11%, and Applied Materials (AMAT) fell 2.85%. The memory sector saw the largest declines, with SanDisk (SNDK) falling 5.59%, Micron Technology (MU) falling 5.28%, Western Digital (WDC) falling 4.53%, and Seagate Technology (STX) falling 4.19%. Optical communication concept stocks also came under pressure, with Astera Labs (ALAB) down 4.57%, Applied Optoelectronics (AAOI) down 4.47%, Credo (CRDO) down 4.42%, Corning (GLW) down 4.22%, Ciena (CIEN) down 3.69%, and Coherent (COHR) down 3.44%.
U.S. stocks closed lower across the board, with semiconductor, memory, and optical communication sectors leading the declines. The Philadelphia Semiconductor Index fell 4.65%.
According to BlockBeats, on July 8th, based on BIT (bit.com) market data, the US reinstated military strikes against Iran and oil sanctions. As a result, all three major US stock indices closed lower: the Dow Jones Industrial Average fell 0.25%, the Nasdaq Composite fell 1.16%, and the S&P 500 fell 0.45%. The semiconductor and memory sectors declined, with the Philadelphia Semiconductor Index falling 4.65%, and SpaceX falling nearly 7%, hitting a new low since its IPO. The memory sector saw the largest declines, with Western Digital (WDC) down 7.86%, Seagate Technology (STX) down 4.68%, Micron Technology (MU) down 4.71%, and SanDisk (SNDK) down 7.26%. Semiconductor stocks generally declined, with Lam Research (LRCX) down 6.87%, Applied Materials (AMAT) down 6.46%, Marvell Technology (MRVL) down 7.45%, KLA-Tec (KLAC) down 7.22%, AMD (AMD) down 6.51%, and Intel (INTC) down 9.66%. Optical communication concept stocks also faced pre-market pressure, with Astera Labs (ALAB) down 11.12%, Ciena (CIEN) down 3.44%, Coherent (COHR) down 6.43%, Lumentum (LITE) down 4.42%, and Corning (GLW) down 4.84%.
Canaan Technology's ADS will be listed on the Nasdaq Capital Market and an extension of the minimum share price compliance period has been applied for.
Odaily Odaily reports that Bitcoin mining company Canaan Technology has announced that its American Depositary Shares (ADSs) have been officially transferred from the Nasdaq Global Market to the Nasdaq Capital Market, with the stock code CAN remaining unchanged. The transfer will not affect its normal trading. Canaan Technology also revealed that it received a minimum share price compliance notice from Nasdaq on January 14, 2026, due to its ADS closing price remaining below $1 for 30 consecutive trading days. The original compliance period ended on July 13. After transferring its listing, it applied for an additional 180-day grace period on July 6. If approved, it will have more time to restore compliance, at which point it will need to maintain its ADS closing price above $1 for at least 10 consecutive trading days within the applicable period. (PRNewswire)
Bitwise CIO: The crypto industry may become part of the next generation of economic rule-making.
Odaily Odaily reports that Bitwise Chief Investment Officer Matt Hougan posted on the X platform that he recently read a speech by U.S. Treasury Secretary Bessenter, calling it "an important document that defines America's economic role for the next century." He pointed out that in his speech, Bessant outlined five principles for the future US economic strategy, the third of which was: "The United States will set the rules for the next generation of the economy." When discussing the digital economy, Bessant stated, "Digital assets, stablecoins, tokenization, and new payment systems will help shape the future of money. The United States should not place itself as a bystander in building this future." Matt Hougan commented that this statement demonstrates the US government's emphasis on promoting the development of the crypto industry and reflects the fact that digital assets are being incorporated into an important part of the future financial system and economic competitive landscape.
Analysis: Bitcoin mining companies are shifting towards AI infrastructure, and their performance continues to outperform Bitcoin.
PANews reported on July 8th that, according to BIT analysis, AI-related stocks such as semiconductors and memory chips have recently undergone a round of valuation repricing, resulting in a slight price correction. However, Bitcoin mining companies have significantly outperformed Bitcoin. In fact, since the beginning of 2025, Bitcoin mining company stocks have risen by 167%, while Bitcoin has fallen by 35% over the same period. This divergence, which began in the third quarter, now appears to be more of a structural change than a short-term fluctuation. As mining companies gradually transform into AI infrastructure providers, the market is beginning to re-evaluate these companies using different valuation logics. If this round of correction in the AI sector stabilizes, some Bitcoin mining companies may still be worth watching.
Justin Sun: The BitTorrent team has completed the BTTC cross-chain bridge decommissioning plan, and all funds are safe.
PANews reported on July 8th that Justin Sun posted on the X platform: "The BitTorrent team has informed me that they have completed the BTTC Bridge Sunset Program. Going forward, the BitTorrent team will focus more on decentralized AI and the maintenance of the BitTorrent decentralized protocol. All funds are safe, and users can continue to deposit and withdraw BTTC Bridge funds through partner centralized exchanges."