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HongKong Doll_Crypto
#韩股KOSPI暴跌触发熔断,半导体集体重挫 费半暴跌 11.2%,高估值风险资产同步被抛售
抄底资金暂缓进场,抛盘在科技板块集中涌出,纳指跌 5.3%、标普 500 跌 3.5%,QQQ 收跌 4.44%,这是美股自 2025 年 4 月以来力度最强的一轮杀跌。
加密盘面同步走弱,这只是同向波动,不能等同于资金跨市场轮动,这一轮费半的跌幅对标 2020 年 3 月的极端行情。
AAOI 的 Q3 财报预期很难对冲当下的避险浪潮,联动关系会在风险偏好回暖时被打破。
若守住本轮低点,联动行情会暂时缓和;若低点失守,抛售还会向外扩散。
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