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叶如风
#SK海力士Q3财报在即，HBM4能否提振盈利？
高盛先出手了。
把韩国Kospi指数12个月目标价下调25%，今年一路上调，头一回大幅往下砍，理由写着：对AI交易的担忧加剧。
前几天贾西和马斯克还在隔空对赌算力，这回投行亲自下场，站了后一个。
首尔那边散户还在加杠杆买芯片ETF，赌反弹。
高盛这盆水，泼得醒吗？
个人记录，非投资建议。
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