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小周同学「亏损中」
$SKHYNIX 观察:SK海力士跌穿1100,ASML还要背后捅刀
这走势确实吓人,从1386一路泄到1096,日内暴跌超6%。韩国交易所熔断的恐慌,直接顺着网线传导过来了。
ASML被曝从2027年起要涨对韩国的备件价格。存储芯片本来就在打价格战,中国厂商步步紧逼,现在上游设备巨头还要来割一刀,利润空间被两头挤压。
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