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陈副业
韩国股市今天收盘跌近 4%，收在 5552，一个月从 7080 下来蒸发两成多，海力士回撤三成半。外资卖四亿多美金，机构再卖三亿多，散户接六亿多也没托住。昨晚美股芯片还反弹一个多点，亚洲照跌，说明现在砍的不是隔夜情绪，是有人在重算 AI 资本开支的账。比特币这十来天在 8.1 到 8.3 万晃，今天 8.17 万，同期只回撤五个点。8 万是分水岭，守住站多边，破了就认。$BTC
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