# semiconductor guidance — X 热门讨论 (2026-09-16 09:00 UTC)
## @HarryBee_Yhu (The CryptoHarry) · 09-15 16:29 · ♥57 ↻44 💬12 𝗦𝗲𝗺𝗶𝗰𝗼𝗻𝗱𝘂𝗰𝘁𝗼𝗿 𝘀𝘁𝗼𝗰𝗸𝘀 𝗮𝗿𝗲𝗻’𝘁 𝗷𝘂𝘀𝘁 𝘁𝗿𝗮𝗱𝗶𝗻𝗴 𝗼𝗻 𝗲𝗮𝗿𝗻𝗶𝗻𝗴𝘀 𝗮𝗻𝘆𝗺𝗼𝗿𝗲.
A rate hike can already be priced in, but a shift in Fed guidance can still move the entire sector.
With AI capex supporting chip demand, I’m watching FOMC guidance and semiconductor setups on BingX TradFi. 📊
#BingX #TradFi https://x.com/HarryBee_Yhu/status/2099898458106659168
## @Mrrrzach (Zach) · 09-15 21:48 · ♥43 ↻44 💬2 Been thinking about how much FOMC expectations can affect Semiconductors
It’s not necessarily one rate hike that hurts.
The bigger concern is a tightening cycle with no clear end in sight.
Once markets get more clarity around the Fed’s path, semis can start trading more on fundamentals again.
And with AI capex, data centers, and advanced chips still driving demand, there’s more to the story than just rates.
My checklist around FOMC:
Fed guidance → yields → rate expectations → semis.
I’ll be watching the semiconductor setup on @BingXOfficial TradFi
https://t.co/ZYIATZyJgv https://x.com/Mrrrzach/status/2099978748456218958