標普500金融板塊指數下跌1.5%，觸及7月9日以來最低水平。

U.S. equities on Sept 22: Dow Jones Industrial Average closed down 185.03 points (-0.36%) at 51,863.80; S&P 500 closed up 0.14 points (0.00%) at 7,764.84; Nasdaq Composite closed up 122.18 points (+0.45%) at 27,244.28.

Shenzhen Huaqiang said in an investor-relations record that MLCC demand is in a high cycle driven by AI compute build-out. AI servers are materially increasing use of high-capacitance MLCCs and displacing consumer supply; high-end MLCC capacity is tight, new capacity has long construction cycles and near-term incremental supply is unlikely, so procurement is rising and overall lead times are lengthening. The company is a major authorized distributor for Murata and said MLCC sales revenue continued to grow in 1H 2026. Acting as a key agent for storage vendors including Jiangbolong, Jingcun Technology, GigaDevice, Silicon Motion and Qianyi International, Shenzhen Huaqiang reported storage product-line shipments rose over 330% YoY in 1H 2026 and storage accounted for more than 40% of its authorized-distribution revenue.