Odaily星球日報訊 Primitive Ventures 創始合夥人 Dovey Wan 於 X 發文表示，從每次加密週期的「泡菜溢價」，到現在的「記憶體股」，南韓可能是全球風險資產中最清晰的週期末期指標之一。這不僅是因為南韓散戶是極度狂熱的投機者（degens），更是因為其市場結構本身在進一步為散戶的狂熱推波助瀾。
南韓在 5 月 27 日推出了單一股票的槓桿產品，而當時該資產的漲幅已經近乎垂直飆升。當地的南韓散戶在敘事熱度達到頂峰的速度下瘋狂湧入，相比之下，那些投資於香港上市槓桿產品的投資者此前還有幾個月的上漲緩衝期。
當一個本就擁擠的本國股市，在資產進入反射性暴漲階段後，又對其最熱門的股票增加槓桿工具時，這種產品的推出本身就構成了見頂信號的形成。
這在加密貨幣週期中每次都會發生 —— 南韓本土交易所通常是在資產在全球其他交易所已經經歷拋物線式暴漲之後才將其上線，導致可憐的南韓散戶淪為了最後的退出流動性。
Odaily星球日報訊 鏈上分析師 Ai 姨在 X 平台發文表示，美股 AI 半導體板塊再次下跌，費城半導體指數單日下跌 4.3%，較 6 月中旬高點累計回調超 22%，進入技術性熊市。做多一籃子科技半導體股票的「山頂洞人」asssdfc 已於今早清倉，30 日賬戶整體浮虧超 1040 萬美元。
According to Gate market data, the South Korean stock market was closed for Constitution Day, but SK Hynix and Samsung Electronics-related assets still faced selling pressure in other markets. After the Hong Kong stock market opened, the CSOP Double Long Hynix ETF fell by 17.8%, and the CSOP Double Long Samsung ETF fell by 14.7%.
Additionally, according to BIT market data, SK Hynix's ADR tumbled 13.69% at the close of the U.S. stock market, but is currently up about 1% in after-hours trading.
Odaily Planet Daily News According to Gate market data, Japan-based memory stock Kioxia hit its daily trading limit during the session, currently down 15.55%, with the company's market capitalization nearly halved from its June high; the Nikkei 225 index expanded its intraday decline to over 4%.
According to MSX.COM data, US memory concept stocks SanDisk and Western Digital continued to fall over 4% in after-hours trading, while Micron Technology dropped nearly 4%.
According to data from MSX.COM, the US stock storage sector continues its decline, with SanDisk's drop widening to 10.07%, bringing its total market capitalization to $215.1 billion. Western Digital (WDC.O) fell nearly 9%, SK Hynix ADR (SKHY.O) dropped 8.6%, and Micron Technology (MU.O) declined over 5%.
Odaily星球日報訊 根據 MSX.COM 數據，美股存儲板塊繼續調整，截至發稿，美光科技跌 5.48%，西部數據跌 8.03%，希捷科技跌 8.02%，閃迪跌 9.70%，鎧俠 ADR 跌 11.28%，SK 海力士跌 8.46%。經過計算，多隻存儲個股本輪調整幅度已超過 40%，西部數據本輪調整幅度 41%，SK 海力士本輪調整幅度 38.3%，鎧俠 ADR 本輪調整幅度 47.9%。
Odaily Planet Daily News 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星球日報訊 根據 MSX.COM 數據，美股存儲板塊跌幅擴大，閃迪跌幅擴大至 8%，SK 海力士 ADR 跌 7.8%，希捷科技、西部數據跌約 7%，美光科技跌超 4%。
費城半導體指數跌 3%，報 12023.76 點。英偉達股價下跌 2.15%，台積電股價下跌 2.73%，博通股價下跌 3.6%，美光科技股價下跌 3.84%，超威半導體股價下跌 3.76%，阿斯麥股價上漲 0.11%，英特爾股價下跌 3.68%，泛林集團股價下跌 2.92%，ARM 股價下跌 6.6%。
According to MSX.COM data, the US stock memory sector experienced the steepest declines, with SK Hynix falling 6.58%, Micron Technology dropping 3.16%, and SanDisk declining 4.27%. Among other popular stocks, NVIDIA fell 1.27%, TSMC dropped 2.97%, Advanced Micro Devices declined 3.04%, Intel fell 1.53%, Lam Research dropped 2.25%, and ARM declined 4.83%. UnitedHealth Group surged 8% after significantly raising its full-year guidance, with better-than-expected earnings sounding the horn for a recovery.
