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謀勝
哈喽大家好,我是謀勝,在币圈謀利赚1万u
全球半导体板块联动,美股存储、半导体一跌,韩存储跟着连锁跳水;市场对 AI 监管、宏观风险的担忧,进一步放大恐慌,甚至触发韩国交易所侧车暂停程序化卖盘,形成短期踩踏效应
过去一波 AI 存储行情把 SK 海力士估值拉到很高,一旦预期松动,前期大量获利盘集中离场,回撤力度就会非常猛,就算财报继续创历史盈利,也挡不住资金杀估值#非农在即,就业数据能否强化12月加息预期? $SKHYNIX
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