U.S. stocks' AI infrastructure is incredible, semiconductors and storage are going crazy again.

Specifically organized some U.S. stocks related to storage/semiconductors on Alipay's QDII.
Overall, U.S. stocks are still straightforward.
It's been just over a month.
Intel doubled.
Micron Technology doubled.
SanDisk doubled.
AXT doubled.
Even Google rose 40%.
At the same time, brothers, the AI panic logic has spread to every corner.
Server chips, storage chips, optical chips, in short, it's panic.
The core of these external directions keeps stacking innovation high.
Demand is huge.
Samsung and SK Hynix say storage chips won't ease until 2028.
Old Man Tuo says optical chip capacity will be fully booked by 2028.
Chen Liwu says future server chips will also be in short supply.
In short, it's panic.
Such a demand gap cannot be solved in the short term.
What you buy is not just stocks, but a ticket to the AI era.
Here's an organized list of storage/semiconductor-related U.S. stock QDII on Alipay for brothers.
16 funds, exposure comparison of storage, optical communication, and semiconductor hardware chain:
1. CCB Emerging Markets Hybrid (QDII) — Total 52.32%
Storage 24.05% + Optical Communication 7.87% + Semiconductor Hardware 20.40%
2. Huaxia Mobile Internet Hybrid RMB — Total 48.59%
Storage 13.71% + Optical Communication 21.47% + Semiconductor Hardware 13.41%
3. Guofu Global Technology Internet Hybrid (QDII) RMB — Total 47.24%
Storage 7.69% + Optical Communication 6.79% + Semiconductor Hardware 32.76%
4. E Fund Global Growth Select Hybrid (QDII) RMB — Total 41.13%
Storage 0.00% + Optical Communication 28.53% + Semiconductor Hardware 12.60%
5. Pudong Silver Ansheng Global Intelligent Technology Stocks (QDII) — Total 41.05%
Storage 14.03% + Optical Communication 13.39% + Semiconductor Hardware 13.63%
6. Great Wall Global New Energy Vehicle Stocks Initiating Fund (QDII) — Total 40.62%
Storage 10.15% + Optical Communication 0.00% + Semiconductor Hardware 30.47%
7. Huabao Zhiyuan Hybrid (QDII) — Total 36.73%
Storage 10.00% + Optical Communication 12.69% + Semiconductor Hardware 14.04%
8. Huaxia Global Technology Pioneer Hybrid (QDII) — Total 36.62%
Storage 4.96% + Optical Communication 23.54% + Semiconductor Hardware 8.12%
9. Tianhong Global High-End Manufacturing Hybrid (QDII) — Total 31.97%
Storage 15.44% + Optical Communication 7.36% + Semiconductor Hardware 9.17%
10. E Fund Global Quality Enterprises Hybrid (QDII) — Total 23.46%
Storage 0.00% + Optical Communication 18.04% + Semiconductor Hardware 5.42%
11. Harvest Global Industry Upgrade Stock Initiating Fund (QDII) — Total 23.42%
Storage 4.85% + Optical Communication 4.25% + Semiconductor Hardware 14.32%
12. E Fund Global Allocation Hybrid (QDII) RMB — Total 23.22%
Storage 3.08% + Optical Communication 13.40% + Semiconductor Hardware 6.74%
13. GF Global Select Stocks (QDII) RMB — Total 20.49%
Storage 6.80% + Optical Communication 0.00% + Semiconductor Hardware 13.69%
14. Guofu Asia Opportunity Stocks (QDII) — Total 19.97%
Storage 9.60% + Optical Communication 0.00% + Semiconductor Hardware 10.37%
15. Yin Hua Overseas Digital Economy Quantitative Stock Selection Hybrid (QDII) — Total 17.08%
Storage 3.92% + Optical Communication 0.00% + Semiconductor Hardware 13.16%
16. Huabao Nasdaq Selected Stocks Initiating Fund (QDII) — Total 9.28%
Storage 0.00% + Optical Communication 0.00% + Semiconductor Hardware 9.28%
Above, I’ve directly fed this to brothers.