瑞銀集團：將奈飛(NFLX.O)目標價從130美元下調至115美元。

AI板塊經歷調整後，市場開始重新審視產業邏輯；鋰電經過週期低谷後，也出現供需改善信號。從估值消化到產業反轉，未來哪些方向可能成爲長期增長主線？

On July 17 Kioxia shares fell as much as 16.1% intraday to the ¥52,110 limit-down level, trading at under half their June 22 intraday peak of ¥112,700. Following a prior rally in semiconductor stocks, selling accelerated amid investor caution. Kioxia’s market value, which had approached ¥60 trillion in June and briefly ranked first on the Tokyo Stock Exchange main board, slid below ¥30 trillion intraday and fell to fifth place.