Crypto韩先森 -量化

#SKHynixPlunges13%AsKOSPIDrops10% The AI Reality Check: Why Semiconductor Stocks Are Plunging Today’s 10% drop in the South Korean KOSPI—led by a massive 13% plunge in SK Hynix and heavy losses for Samsung and NVIDIA—highlights a growing sentiment in tech markets: AI Monetization Anxiety. For the past 18 months, markets priced in endless capital expenditure for AI infrastructure. Now, Wall Street and global investors are asking the hard questions: When will non-tech companies see a tangible ROI on AI integration? Are tech giants over-allocating capital toward chips ahead of actual end-user demand? While panic selling is dominating the short term, historical market cycles show that infrastructure pullbacks often pave the way for sustainable growth. Is this a healthy market correction, or the beginning of a broader tech re-rating? Let's discuss in the comments.