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This decline is a typical market behavior of "profit-taking due to excessive early gains, with a piece of news serving as a catalyst for concentrated selling." Meta's sale of computing power is not a signal that "AI computing power demand has peaked and hardware is no longer needed." On the contrary, it indirectly confirms that the commercial value of computing power is increasing. The real core reason for the sharp drop in storage and semiconductors is the need to take profits due to excessive cumulative gains within the year. This news just happened to serve as an excuse for selling.