Odaily Planet Daily News: Primitive Ventures founding partner Dovey Wan posted on X, stating that from the "kimchi premium" in each crypto cycle to the current "memory stocks" (meme stocks), South Korea might be one of the clearest late-cycle indicators for global risk assets. This is not only because South Korean retail investors are extremely狂热投机者 (degens), but also because the market structure itself further fuels the retail frenzy.
South Korea launched a leveraged product for single stocks on May 27th, at a time when the asset's rally was already nearing a vertical surge. Local South Korean retail investors flooded in at the peak speed of narrative heat, in contrast to investors in Hong Kong-listed leveraged products who had a cushion of several months of upward momentum beforehand.
When a domestic stock market that is already overcrowded adds leverage instruments to its hottest stocks after the assets enter a reflexive rally phase, the launch of such a product itself constitutes the formation of a top signal.
This happens every single time in the cryptocurrency cycle – South Korean local exchanges typically list assets only after they have undergone parabolic surges on other global exchanges, leaving the unfortunate South Korean retail investors as the final exit liquidity.
Odaily星球日报讯 链上分析师 Ai 姨在 X 平台发文表示，美股 AI 半导体板块再次下跌，费城半导体指数单日下跌 4.3%，较 6 月中旬高点累计回调超 22%，进入技术性熊市。做多一揽子科技半导体股票的 "山顶洞人 "asssdfc 已于今早清仓，30 日账户整体浮亏超 1040 万美元。
According to Gate market data, the Korean stock market was closed for Constitution Day, but SK Hynix and Samsung Electronics-related instruments still faced sell-offs in other markets. After the Hong Kong stock market opened, CSOP Double Leveraged Hynix fell 17.8%, and CSOP Double Leveraged Samsung fell 14.7%.
According to Gate market data, Japan's storage stock Kioxia hit its daily limit down during trading hours, currently down 15.55%, and the company's market cap has nearly halved from its June peak; the Nikkei 225 index expanded its decline to over 4% during trading.
Based on MSX.COM data, US storage concept stocks SanDisk and Western Digital continued to fall over 4% in after-hours trading, while Micron Technology dropped nearly 4%.
Odaily에 따르면, MSX.COM 데이터 기준으로 미국 증시의 저장장치 섹터 하락세가 지속되며, 샌디스크(SanDisk)의 낙폭은 10.07%로 확대되어 시가총액은 2151억 달러를 기록했습니다. 웨스턴 디지털(WDC.O)은 약 9% 하락했고, SK하이닉스 ADR(SKHY.O)은 8.6%, 마이크론 테크놀로지(MU.O)는 5% 이상 하락했습니다.
Odaily星球日报讯 MSX.COM 데이터에 따르면, 미국 증시 저장장치 업종이 계속 조정세를 보이고 있습니다. 현재까지 마이크론 테크놀로지는 5.48%, 웨스턴 디지털은 8.03%, 씨게이트 테크놀로지는 8.02%, 샌디스크는 9.70%, 키옥시아 ADR은 11.28%, SK하이닉스는 8.46% 하락했습니다. 계산 결과, 다수의 저장장치 종목의 이번 조정 폭이 이미 40%를 넘었으며, 웨스턴 디지털은 41%, SK하이닉스는 38.3%, 키옥시아 ADR은 47.9% 하락했습니다.
According to MSX.COM data, the US stock optical communication sector opened lower and continued to decline, with losses widening. Corning fell over 8%, Marvell Technology fell over 6%, and Lumentum, Coherent, and Credo each fell over 5%.
Odaily星球日报讯 根据 MSX.COM 数据，美股存储板块跌幅扩大，闪迪跌幅扩大至 8%，SK 海力士 ADR 跌 7.8%，希捷科技、西部数据跌约 7%，美光科技跌超 4%。
费城半导体指数跌 3%，报 12023.76 点。英伟达股价下跌 2.15%，台积电股价下跌 2.73%，博通股价下跌 3.6%，美光科技股价下跌 3.84%，超威半导体股价下跌 3.76%，阿斯麦股价上涨 0.11%，英特尔股价下跌 3.68%，泛林集团股价下跌 2.92%，ARM 股价下跌 6.6%。
Odaily星求日报讯 根据 MSX.COM 数据，美股存储板块跌幅居前，SK 海力士股价下跌 6.58%，美光科技股价下跌 3.16%，闪迪股价下跌 4.27%。其他热门个股方面，英伟达股价下跌 1.27%，台积电股价下跌 2.97%，超威半导体股价下跌 3.04%，英特尔股价下跌 1.53%，泛林集团股价下跌 2.25%，ARM 股价下跌 4.83%。联合健康大涨 8%，公司大幅上调全年指引，超预期财报吹响复苏号角。
