Samsung Electronics and SK hynix rebounded on November 9, but foreign investors were still selling both stocks.
By late morning, foreign net selling reached roughly ₩145B in Samsung and ₩424B in SK hynix, while domestic institutions were buying.
That looks more like a contest between bargain hunters and investors reducing risk than a confirmed turn in the memory cycle.
The distinction matters.
A selloff driven by AI spending fears can reverse before earnings estimates change. But a durable recovery in memory stocks needs more than improved sentiment.
Watch HBM delivery schedules, customer volume commitments and contract pricing.
If those hold, the market may have repriced risk faster than the earnings outlook deteriorated.
If they weaken, cheaper valuations alone won't protect investors.
#AI芯片股重挫纳指周跌3.4%
$SKHY.US
By late morning, foreign net selling reached roughly ₩145B in Samsung and ₩424B in SK hynix, while domestic institutions were buying.
That looks more like a contest between bargain hunters and investors reducing risk than a confirmed turn in the memory cycle.
The distinction matters.
A selloff driven by AI spending fears can reverse before earnings estimates change. But a durable recovery in memory stocks needs more than improved sentiment.
Watch HBM delivery schedules, customer volume commitments and contract pricing.
If those hold, the market may have repriced risk faster than the earnings outlook deteriorated.
If they weaken, cheaper valuations alone won't protect investors.
#AI芯片股重挫纳指周跌3.4%
$SKHY.US